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Aptus Capital Advisors’s AB Ultra Short Income ETF YEAR Stock Holding History

Aptus Capital Advisors’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
2025
Q1 		– Sell
-300
Closed -$15.2K – 1510
2024
Q4 		$15.2K Buy
+300
New +$15.2K ﹤0.01% 1246

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Aptus Capital Advisors's YEAR Position: Q1 2025 in Review

Aptus Capital Advisors sold out of AB Ultra Short Income ETF (YEAR) in Q1 2025, closing a stake of 300 shares — an estimated $15.2K sold.

Aptus Capital Advisors first reported a position in YEAR in Q4 2024 and held it in 1 quarter. The position peaked at $15.2K in Q4 2024. 74 funds tracked by Wall St. Rank hold YEAR as of Q1 2025.

  • Aptus Capital Advisors reported no remaining AB Ultra Short Income ETF position as of Q1 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 300 AB Ultra Short Income ETF shares in Q1 2025, an estimated $15.2K.
  • Aptus Capital Advisors first reported a position in AB Ultra Short Income ETF in Q4 2024 and held it in 1 quarter.
  • Aptus Capital Advisors's AB Ultra Short Income ETF position peaked at $15.2K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2025.

Based on Aptus Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.