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Jeff Yass’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Jeff Yass’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,700
Closed -$201K – 9332
2018
Q2 		$201K Sell
3,700
-2,000
-35% -$108K ﹤0.01% 8605
2018
Q1 		$304K Buy
+5,700
New +$308K ﹤0.01% 7612
2015
Q2 		– Sell
-8,300
Closed -$394K – 10129
2015
Q1 		$394K Buy
+8,300
New +$381K ﹤0.01% 7528

Other funds holding CSD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jeff Yass's CSD Position: Q2 2026 in Review

Jeff Yass reduced its Invesco S&P Spin-Off ETF (CSD) stake by 8.2% in Q2 2026, selling an estimated $37.9K and leaving 3,198 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #10016.

Jeff Yass first reported a position in CSD in Q2 2013 and has held it in 41 quarters since. The position peaked at $11M in Q2 2014. 54 funds tracked by Wall St. Rank hold CSD as of Q2 2026.

  • Jeff Yass held 3,198 shares of Invesco S&P Spin-Off ETF worth $479K as of Q2 2026.
  • Jeff Yass sold 284 Invesco S&P Spin-Off ETF shares in Q2 2026, an estimated $37.9K.
  • Invesco S&P Spin-Off ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10016 holding.
  • Jeff Yass first reported a position in Invesco S&P Spin-Off ETF in Q2 2013 and has held it in 41 quarters since.
  • Jeff Yass's Invesco S&P Spin-Off ETF position peaked at $11M in Q2 2014.
  • 54 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2026.

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