JY
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Jeff Yass’s AAM Transformers ETF TRFM Stock Holding History

Jeff Yass’s Portfolio TRFM Stock Details TRFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,749
Closed -$226K – 14122
2025
Q4 		$226K Buy
+4,749
New +$231K ﹤0.01% 10593

Other funds holding TRFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jeff Yass's TRFM Position: Q1 2026 in Review

Jeff Yass sold out of AAM Transformers ETF (TRFM) in Q1 2026, closing a stake of 4,749 shares — an estimated $226K sold.

Jeff Yass first reported a position in TRFM in Q4 2025 and held it in 1 quarter. The position peaked at $226K in Q4 2025. 31 funds tracked by Wall St. Rank hold TRFM as of Q1 2026.

  • Jeff Yass reported no remaining AAM Transformers ETF position as of Q1 2026 after selling out during the quarter.
  • Jeff Yass sold 4,749 AAM Transformers ETF shares in Q1 2026, an estimated $226K.
  • Jeff Yass first reported a position in AAM Transformers ETF in Q4 2025 and held it in 1 quarter.
  • Jeff Yass's AAM Transformers ETF position peaked at $226K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q1 2026.

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