JY
OWNS

Jeff Yass’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

Jeff Yass’s Portfolio OWNS Stock Details OWNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-23,310
Closed -$392K – 12750
2024
Q2 		$392K Buy
+23,310
New +$390K ﹤0.01% 8847

Other funds holding OWNS

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return

Jeff Yass's OWNS Position: Q3 2024 in Review

Jeff Yass sold out of CCM Affordable Housing MBS ETF (OWNS) in Q3 2024, closing a stake of 23,310 shares — an estimated $392K sold.

Jeff Yass first reported a position in OWNS in Q2 2024 and held it in 1 quarter. The position peaked at $392K in Q2 2024. 20 funds tracked by Wall St. Rank hold OWNS as of Q3 2024.

  • Jeff Yass reported no remaining CCM Affordable Housing MBS ETF position as of Q3 2024 after selling out during the quarter.
  • Jeff Yass sold 23,310 CCM Affordable Housing MBS ETF shares in Q3 2024, an estimated $392K.
  • Jeff Yass first reported a position in CCM Affordable Housing MBS ETF in Q2 2024 and held it in 1 quarter.
  • Jeff Yass's CCM Affordable Housing MBS ETF position peaked at $392K in Q2 2024.
  • 20 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q3 2024.

Based on Susquehanna International Group's 13F filing for Q3 2024, filed 14 Nov 2024.