Jeff Yass’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Jeff Yass’s Portfolio PY Stock Details PY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$257K	Sell	4,773 -834	-15%	-$44.6K	﹤0.01%	11390
2026 Q1	$289K	Buy	+5,607	New	+$295K	﹤0.01%	10947
2025 Q4	–	Sell	-4,980	Closed	-$261K	–	13356
2025 Q3	$261K	Sell	4,980 -10,995	-69%	-$562K	﹤0.01%	10435
2025 Q2	$792K	Buy	+15,975	New	+$756K	﹤0.01%	8046
2025 Q1	–	Sell	-5,855	Closed	-$290K	–	13260
2024 Q4	$290K	Sell	5,855 -2,268	-28%	-$115K	﹤0.01%	9907
2024 Q3	$407K	Sell	8,123 -7,226	-47%	-$345K	﹤0.01%	8965
2024 Q2	$706K	Sell	15,349 -7,647	-33%	-$347K	﹤0.01%	7395
2024 Q1	$1.08M	Buy	22,996 +2,517	+12%	+$111K	﹤0.01%	6710
2023 Q4	$888K	Buy	+20,479	New	+$823K	﹤0.01%	7279
2023 Q3	–	Sell	-29,710	Closed	-$1.23M	–	12777
2023 Q2	$1.23M	Buy	29,710 +22,610	+318%	+$908K	﹤0.01%	6211
2023 Q1	$287K	Sell	7,100 -36,586	-84%	-$1.5M	﹤0.01%	9820
2022 Q4	$1.79M	Buy	+43,686	New	+$1.77M	﹤0.01%	4923
2022 Q3	–	Sell	-55,578	Closed	-$2.16M	–	13938
2022 Q2	$2.16M	Buy	+55,578	New	+$2.34M	﹤0.01%	4759

Other funds holding PY

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

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

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jeff Yass's PY Position: Q2 2026 in Review

Jeff Yass reduced its Principal Exchange-Traded Funds Principal Value ETF (PY) stake by 15% in Q2 2026, selling an estimated $44.6K and leaving 4,773 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #11390.

Jeff Yass first reported a position in PY in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.16M in Q2 2022. 20 funds tracked by Wall St. Rank hold PY as of Q2 2026.

Jeff Yass held 4,773 shares of Principal Exchange-Traded Funds Principal Value ETF worth $257K as of Q2 2026.
Jeff Yass sold 834 Principal Exchange-Traded Funds Principal Value ETF shares in Q2 2026, an estimated $44.6K.
Principal Exchange-Traded Funds Principal Value ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11390 holding.
Jeff Yass first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q2 2022 and has held it in 13 quarters since.
Jeff Yass's Principal Exchange-Traded Funds Principal Value ETF position peaked at $2.16M in Q2 2022.
20 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q2 2026.

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