Arkadios Wealth Advisors’s AB Ultra Short Income ETF YEAR Stock Holding History

Arkadios Wealth 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
2026 Q1	$739K	Buy	+14,642	New	+$739K	0.01%	926

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 $16.5B AUM 19.94% 1-Year Est. Return

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

Arkadios Wealth Advisors's YEAR Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in AB Ultra Short Income ETF (YEAR) in Q1 2026: 14,642 shares worth $739K. The stake represents 0.01% of the portfolio and ranks #926 among its holdings.

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

Arkadios Wealth Advisors held 14,642 shares of AB Ultra Short Income ETF worth $739K as of Q1 2026.
AB Ultra Short Income ETF was a new Arkadios Wealth Advisors position in Q1 2026.
AB Ultra Short Income ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #926 holding.
87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.