Jeff Yass’s Monarch Dividend Plus Index ETF MDPL Stock Holding History

Jeff Yass’s Portfolio MDPL Stock Details MDPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,916	Closed	-$203K	–	14698
2026 Q1	$203K	Buy	+7,916	New	+$212K	﹤0.01%	11670
2024 Q2	–	Sell	-10,244	Closed	-$270K	–	13411
2024 Q1	$270K	Buy	+10,244	New	+$264K	﹤0.01%	9938

Other funds holding MDPL

KWM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

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

Jeff Yass's MDPL Position: Q2 2026 in Review

Jeff Yass sold out of Monarch Dividend Plus Index ETF (MDPL) in Q2 2026, closing a stake of 7,916 shares — an estimated $203K sold.

Jeff Yass first reported a position in MDPL in Q1 2024 and held it in 2 quarters. The position peaked at $270K in Q1 2024. 7 funds tracked by Wall St. Rank hold MDPL as of Q2 2026.

Jeff Yass reported no remaining Monarch Dividend Plus Index ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 7,916 Monarch Dividend Plus Index ETF shares in Q2 2026, an estimated $203K.
Jeff Yass first reported a position in Monarch Dividend Plus Index ETF in Q1 2024 and held it in 2 quarters.
Jeff Yass's Monarch Dividend Plus Index ETF position peaked at $270K in Q1 2024.
7 funds tracked by Wall St. Rank held Monarch Dividend Plus Index ETF as of Q2 2026.

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