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

Atlas Private 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	$2.56M	Sell	50,694 -10,651	-17%	-$538K	0.6%	31
2025 Q4	$3.1M	Sell	61,345 -39,040	-39%	-$1.98M	0.72%	30
2025 Q3	$5.09M	Sell	100,385 -25,329	-20%	-$1.28M	1.25%	22
2025 Q2	$6.37M	Buy	+125,714	New	+$6.35M	0.82%	31

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

Atlas Private Wealth Advisors's YEAR Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its AB Ultra Short Income ETF (YEAR) stake by 17% in Q1 2026, selling an estimated $538K and leaving 50,694 shares worth $2.56M. The position accounts for 0.6% of the portfolio, ranked #31.

Atlas Private Wealth Advisors first reported a position in YEAR in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.37M in Q2 2025. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

Atlas Private Wealth Advisors held 50,694 shares of AB Ultra Short Income ETF worth $2.56M as of Q1 2026.
Atlas Private Wealth Advisors sold 10,651 AB Ultra Short Income ETF shares in Q1 2026, an estimated $538K.
AB Ultra Short Income ETF made up 0.6% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #31 holding.
Atlas Private Wealth Advisors first reported a position in AB Ultra Short Income ETF in Q2 2025 and has held it in 4 quarters since.
Atlas Private Wealth Advisors's AB Ultra Short Income ETF position peaked at $6.37M in Q2 2025.
87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.