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 Q4	–	Sell	-3,700	Closed	-$203K	–	9053
2018 Q3	$203K	Sell	3,700 -1,400	-27%	-$77K	﹤0.01%	8194
2018 Q2	$277K	Buy	5,100 +700	+16%	+$37.9K	﹤0.01%	7994
2018 Q1	$235K	Buy	4,400 +500	+13%	+$27K	﹤0.01%	8047
2017 Q4	$203K	Buy	+3,900	New	+$200K	﹤0.01%	8257
2015 Q1	–	Sell	-9,500	Closed	-$426K	–	9461
2014 Q4	$426K	Sell	9,500 -2,000	-17%	-$89.9K	﹤0.01%	7532
2014 Q3	$519K	Buy	11,500 +2,800	+32%	+$127K	﹤0.01%	7136
2014 Q2	$403K	Buy	+8,700	New	+$392K	﹤0.01%	7870

Other funds holding CSD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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.