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 Q2	$8.43M	Buy	167,519 +12,065	+8%	+$607K	0.33%	62
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 $302B AUM 26.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Ausdal Financial Partners's YEAR Position: Q2 2026 in Review

Ausdal Financial Partners increased its AB Ultra Short Income ETF (YEAR) stake by 7.8% in Q2 2026, buying an estimated $607K and bringing the position to 167,519 shares worth $8.43M. The position accounts for 0.33% of the portfolio, ranked #62.

Ausdal Financial Partners first reported a position in YEAR in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.4M in Q3 2025. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

Ausdal Financial Partners held 167,519 shares of AB Ultra Short Income ETF worth $8.43M as of Q2 2026.
Ausdal Financial Partners bought 12,065 AB Ultra Short Income ETF shares in Q2 2026, an estimated $607K.
AB Ultra Short Income ETF made up 0.33% of Ausdal Financial Partners's portfolio in Q2 2026, its #62 holding.
Ausdal Financial Partners first reported a position in AB Ultra Short Income ETF in Q2 2023 and has held it in 13 quarters since.
Ausdal Financial Partners's AB Ultra Short Income ETF position peaked at $10.4M in Q3 2025.
92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.