Jeff Yass’s Monarch Blue Chips Elite Index ETF MBCE Stock Holding History

Jeff Yass’s Portfolio MBCE Stock Details MBCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-10,115	Closed	-$301K	–	13580
2021 Q4	$301K	Buy	+10,115	New	+$297K	﹤0.01%	10488
2021 Q3	–	Sell	-10,025	Closed	-$278K	–	13222
2021 Q2	$278K	Buy	+10,025	New	+$266K	﹤0.01%	10936

Other funds holding MBCE

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jeff Yass's MBCE Position: Q1 2022 in Review

Jeff Yass sold out of Monarch Blue Chips Elite Index ETF (MBCE) in Q1 2022, closing a stake of 10,115 shares — an estimated $301K sold.

Jeff Yass first reported a position in MBCE in Q2 2021 and held it in 2 quarters. The position peaked at $301K in Q4 2021. 3 funds tracked by Wall St. Rank hold MBCE as of Q1 2022.

Jeff Yass reported no remaining Monarch Blue Chips Elite Index ETF position as of Q1 2022 after selling out during the quarter.
Jeff Yass sold 10,115 Monarch Blue Chips Elite Index ETF shares in Q1 2022, an estimated $301K.
Jeff Yass first reported a position in Monarch Blue Chips Elite Index ETF in Q2 2021 and held it in 2 quarters.
Jeff Yass's Monarch Blue Chips Elite Index ETF position peaked at $301K in Q4 2021.
3 funds tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q1 2022.

Based on Susquehanna International Group's 13F filing for Q1 2022, filed 16 May 2022.