AE Wealth Management’s AB Ultra Short Income ETF YEAR Stock Holding History

AE Wealth Management’s Portfolio YEAR Stock Details YEAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$61.1K	Buy	+1,211	New	+$61.2K	﹤0.01%	1919

Other funds holding YEAR

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AE Wealth Management's YEAR Position: Q1 2026 in Review

AE Wealth Management opened a new position in AB Ultra Short Income ETF (YEAR) in Q1 2026: 1,211 shares worth $61.1K. The stake represents ﹤0.01% of the portfolio and ranks #1919 among its holdings.

87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

AE Wealth Management held 1,211 shares of AB Ultra Short Income ETF worth $61.1K as of Q1 2026.
AB Ultra Short Income ETF was a new AE Wealth Management position in Q1 2026.
AB Ultra Short Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1919 holding.
87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.