AE Wealth Management
YEAR icon

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
Q2 		– Sell
-1,211
Closed -$61.1K – 2792
2026
Q1 		$61.1K Buy
+1,211
New +$61.2K ﹤0.01% 1919

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $6.54B AUM

AE Wealth Management's YEAR Position: Q2 2026 in Review

AE Wealth Management sold out of AB Ultra Short Income ETF (YEAR) in Q2 2026, closing a stake of 1,211 shares — an estimated $61.1K sold.

AE Wealth Management first reported a position in YEAR in Q1 2026 and held it in 1 quarter. The position peaked at $61.1K in Q1 2026. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • AE Wealth Management reported no remaining AB Ultra Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 1,211 AB Ultra Short Income ETF shares in Q2 2026, an estimated $61.1K.
  • AE Wealth Management first reported a position in AB Ultra Short Income ETF in Q1 2026 and held it in 1 quarter.
  • AE Wealth Management's AB Ultra Short Income ETF position peaked at $61.1K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.