JY
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Jeff Yass’s Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF CLSM Stock Holding History

Jeff Yass’s Portfolio CLSM Stock Details CLSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$906K Buy
32,877
+10,243
+45% +$269K ﹤0.01% 8440
2026
Q1 		$526K Buy
+22,634
New +$536K ﹤0.01% 9540
2025
Q3 		– Sell
-25,440
Closed -$550K – 12562
2025
Q2 		$550K Sell
25,440
-27,325
-52% -$557K ﹤0.01% 8950
2025
Q1 		$1.1M Sell
52,765
-51,834
-50% -$1.07M ﹤0.01% 7004
2024
Q4 		$2.13M Buy
104,599
+12,763
+14% +$274K ﹤0.01% 5178
2024
Q3 		$1.96M Buy
91,836
+36,976
+67% +$774K ﹤0.01% 5315
2024
Q2 		$1.15M Buy
54,860
+7,823
+17% +$159K ﹤0.01% 6273
2024
Q1 		$964K Buy
47,037
+29,242
+164% +$587K ﹤0.01% 7007
2023
Q4 		$363K Sell
17,795
-16,606
-48% -$332K ﹤0.01% 9417
2023
Q3 		$676K Buy
34,401
+8,086
+31% +$161K ﹤0.01% 7528
2023
Q2 		$534K Buy
26,315
+8,034
+44% +$161K ﹤0.01% 8167
2023
Q1 		$368K Sell
18,281
-513
-3% -$10.4K ﹤0.01% 9256
2022
Q4 		$379K Sell
18,794
-11,222
-37% -$237K ﹤0.01% 8535
2022
Q3 		$632K Buy
30,016
+15,797
+111% +$338K ﹤0.01% 7834
2022
Q2 		$303K Sell
14,219
-22,898
-62% -$505K ﹤0.01% 9540
2022
Q1 		$881K Buy
37,117
+23,064
+164% +$563K ﹤0.01% 7452
2021
Q4 		$380K Buy
+14,053
New +$371K ﹤0.01% 9911

Other funds holding CLSM

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jeff Yass's CLSM Position: Q2 2026 in Review

Jeff Yass increased its Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) stake by 45% in Q2 2026, buying an estimated $269K and bringing the position to 32,877 shares worth $906K. The position accounts for ﹤0.01% of the portfolio, ranked #8440.

Jeff Yass first reported a position in CLSM in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.13M in Q4 2024. 15 funds tracked by Wall St. Rank hold CLSM as of Q2 2026.

  • Jeff Yass held 32,877 shares of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF worth $906K as of Q2 2026.
  • Jeff Yass bought 10,243 Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF shares in Q2 2026, an estimated $269K.
  • Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8440 holding.
  • Jeff Yass first reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in Q4 2021 and has held it in 17 quarters since.
  • Jeff Yass's Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position peaked at $2.13M in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.