Jeff Yass’s Freedom Day Dividend ETF MBOX Stock Holding History

Jeff Yass’s Portfolio MBOX Stock Details MBOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,863	Closed	-$345K	–	13719
2025 Q4	$345K	Buy	+9,863	New	+$345K	﹤0.01%	9616
2024 Q2	–	Sell	-6,911	Closed	-$222K	–	12762
2024 Q1	$222K	Buy	+6,911	New	+$207K	﹤0.01%	10384
2023 Q4	–	Sell	-13,485	Closed	-$346K	–	12907
2023 Q3	$346K	Buy	+13,485	New	+$356K	﹤0.01%	9042
2023 Q1	–	Sell	-9,874	Closed	-$250K	–	13117
2022 Q4	$250K	Buy	+9,874	New	+$250K	﹤0.01%	9548

Other funds holding MBOX

FDS

Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jeff Yass's MBOX Position: Q1 2026 in Review

Jeff Yass sold out of Freedom Day Dividend ETF (MBOX) in Q1 2026, closing a stake of 9,863 shares — an estimated $345K sold.

Jeff Yass first reported a position in MBOX in Q4 2022 and held it in 4 quarters. The position peaked at $346K in Q3 2023. 10 funds tracked by Wall St. Rank hold MBOX as of Q1 2026.

Jeff Yass reported no remaining Freedom Day Dividend ETF position as of Q1 2026 after selling out during the quarter.
Jeff Yass sold 9,863 Freedom Day Dividend ETF shares in Q1 2026, an estimated $345K.
Jeff Yass first reported a position in Freedom Day Dividend ETF in Q4 2022 and held it in 4 quarters.
Jeff Yass's Freedom Day Dividend ETF position peaked at $346K in Q3 2023.
10 funds tracked by Wall St. Rank held Freedom Day Dividend ETF as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.