Ausdal Financial Partners’s AB Ultra Short Income ETF YEAR Stock Holding History

Ausdal Financial Partners’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	$7.85M	Buy	155,454 +3,884	+3%	+$196K	0.35%	66
2025 Q4	$7.65M	Sell	151,570 -53,857	-26%	-$2.73M	0.36%	64
2025 Q3	$10.4M	Buy	205,427 +10,249	+5%	+$518K	0.51%	36
2025 Q2	$9.89M	Buy	195,178 +13,986	+8%	+$706K	0.66%	26
2025 Q1	$9.17M	Buy	181,192 +3,980	+2%	+$201K	0.69%	25
2024 Q4	$8.92M	Buy	177,212 +20,938	+13%	+$1.06M	0.77%	25
2024 Q3	$7.95M	Buy	156,274 +44,420	+40%	+$2.25M	0.83%	20
2024 Q2	$5.65M	Buy	111,854 +7,024	+7%	+$354K	0.6%	30
2024 Q1	$5.3M	Sell	104,830 -33,928	-24%	-$1.71M	0.61%	32
2023 Q4	$6.98M	Buy	138,758 +114,857	+481%	+$5.76M	0.86%	19
2023 Q3	$1.2M	Buy	23,901 +19,844	+489%	+$995K	0.17%	143
2023 Q2	$204K	Buy	+4,057	New	+$203K	0.03%	402

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

Ausdal Financial Partners's YEAR Position: Q1 2026 in Review

Ausdal Financial Partners increased its AB Ultra Short Income ETF (YEAR) stake by 2.6% in Q1 2026, buying an estimated $196K and bringing the position to 155,454 shares worth $7.85M. The position accounts for 0.35% of the portfolio, ranked #66.

Ausdal Financial Partners first reported a position in YEAR in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.4M in Q3 2025. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

Ausdal Financial Partners held 155,454 shares of AB Ultra Short Income ETF worth $7.85M as of Q1 2026.
Ausdal Financial Partners bought 3,884 AB Ultra Short Income ETF shares in Q1 2026, an estimated $196K.
AB Ultra Short Income ETF made up 0.35% of Ausdal Financial Partners's portfolio in Q1 2026, its #66 holding.
Ausdal Financial Partners first reported a position in AB Ultra Short Income ETF in Q2 2023 and has held it in 12 quarters since.
Ausdal Financial Partners's AB Ultra Short Income ETF position peaked at $10.4M in Q3 2025.
87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.