Jeff Yass’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Jeff Yass’s Portfolio GENY Stock Details GENY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10,535	Closed	-$511K	–	14320
2022 Q1	$511K	Sell	10,535 -12,684	-55%	-$651K	﹤0.01%	8906
2021 Q4	$1.34M	Buy	+23,219	New	+$1.42M	﹤0.01%	6495
2018 Q3	–	Sell	-8,250	Closed	-$305K	–	10498
2018 Q2	$305K	Buy	+8,250	New	+$300K	﹤0.01%	7813

Other funds holding GENY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return

Jeff Yass's GENY Position: Q2 2022 in Review

Jeff Yass sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q2 2022, closing a stake of 10,535 shares — an estimated $511K sold.

Jeff Yass first reported a position in GENY in Q2 2018 and held it in 3 quarters. The position peaked at $1.34M in Q4 2021. 19 funds tracked by Wall St. Rank hold GENY as of Q2 2022.

Jeff Yass reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q2 2022 after selling out during the quarter.
Jeff Yass sold 10,535 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q2 2022, an estimated $511K.
Jeff Yass first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q2 2018 and held it in 3 quarters.
Jeff Yass's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $1.34M in Q4 2021.
19 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q2 2022.

Based on Susquehanna International Group's 13F filing for Q2 2022, filed 15 Aug 2022.