Public ownership evidence

Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) Ownership Disclosures

Read CEFS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Saba Opportunistically Hedged Closed-End Funds ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Proficio Capital Partners LLC
Report period
2026-06-30
Available
2026-08-18
Reported shares
59,455
Value (USD)
$1,524,426
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001214659-26-010442
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CEFS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CEFS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Proficio Capital Partners LLC2026-06-302026-08-1859,455$1,524,426None
Quattro Advisors LLC2026-06-302026-08-15100,670$2,581,177None
NFSG Corp2026-06-302026-08-1547,681$1,222,541None
Foundations Investment Advisors, LLC2026-06-302026-08-15190,181$4,876,246None
Adalta Capital Management LLC2026-06-302026-08-151,075$27,563None
Adalta Capital Management LLC2026-06-302026-08-1525,060$642,538None
OSAIC HOLDINGS, INC.2026-06-302026-08-15447$11,449None
OSAIC HOLDINGS, INC.2026-06-302026-08-1579,260$2,032,235None
OSAIC HOLDINGS, INC.2026-06-302026-08-1555,668$1,427,255None
Fort Point Capital Partners LLC2026-06-302026-08-1516,063$411,850None
Private Capital Management, LLC2026-06-302026-08-15243,252$6,236,980None
Ausdal Financial Partners, Inc.2026-06-302026-08-1551,633$1,323,870None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1515,636$400,919None
ROYAL BANK OF CANADA2026-06-302026-08-152,609$67,000None
ROYAL BANK OF CANADA2026-06-302026-08-15263,579$6,758,000None
CITADEL ADVISORS LLC2026-06-302026-08-159,914$254,195None
IHT Wealth Management, LLC2026-06-302026-08-1547,468$1,217,070None
CSS LLC/IL2026-06-302026-08-1524,674$632,641None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15251,318$6,443,793None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15102,549$2,629,364None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$37None
Boreal Capital Management LLC2026-06-302026-08-143,075$78,843None
Visionary Wealth Advisors2026-06-302026-08-1495,683$2,453,321None
Sanctuary Advisors, LLC2026-06-302026-08-148,535$218,840None
Rockefeller Capital Management L.P.2026-06-302026-08-142,387$61,205None
Steward Partners Investment Advisory, LLC2026-06-302026-08-142,367$60,690None
UBS Group AG2026-06-302026-08-144$103None
Arete Wealth Advisors, LLC2026-06-302026-08-14286,252$7,339,518None
Hilltop Holdings Inc.2026-06-302026-08-1411,074$283,937None
MORGAN STANLEY2026-06-302026-08-144,634$118,816None
MORGAN STANLEY2026-06-302026-08-143$79None
WINMILL & CO. INC2026-06-302026-08-14100$2,564None
Integrated Wealth Concepts LLC2026-06-302026-08-138,629$221,300None
Cetera Investment Advisers2026-06-302026-08-13285,866$7,329,606None
NewEdge Advisors, LLC2026-06-302026-08-1323,131$593,084None
STIFEL FINANCIAL CORP2026-06-302026-08-1317,815$456,775None
SHP Wealth Management2026-06-302026-08-121,864$47,793None
RITHOLTZ WEALTH MANAGEMENT2026-06-302026-08-1210,449$267,912None
Arete Wealth Advisors, LLC2025-12-312026-08-12245,564$5,657,803None
Arete Wealth Advisors, LLC2026-06-302026-08-12286,252$7,339,518None
SCOTIA CAPITAL INC.2026-06-302026-08-12105,734$2,711,017None
Allworth Financial LP2026-06-302026-08-123,200$82,048None
THOMPSON SIEGEL & WALMSLEY LLC2026-06-302026-08-1210,000$256,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12490$12,564None
RITHOLTZ WEALTH MANAGEMENT2026-06-302026-08-1110,449$267,912None
Thomas J. Herzfeld Advisors, Inc.2026-06-302026-08-1162,053$1,591,039None
Perigon Wealth Management, LLC2026-06-302026-08-0811,884$304,706None
LPL Financial LLC2026-06-302026-08-08423,147$10,849,476None
Lido Advisors, LLC2026-06-302026-08-0852,765$1,352,895None
Janney Montgomery Scott LLC2026-06-302026-08-067,939$204,000None

90-day public filing window, up to 50 source positions.

Proficio Capital Partners LLC ↗Quattro Advisors LLC ↗NFSG Corp ↗Foundations Investment Advisors, LLC ↗Adalta Capital Management LLC ↗Adalta Capital Management LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Fort Point Capital Partners LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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