Capital Investment Advisory Services’s AB Ultra Short Income ETF YEAR Stock Holding History

Capital Investment Advisory Services’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	$13.2K	Sell	262 -37	-12%	-$1.86K	﹤0.01%	1130
2026 Q1	$15.1K	Buy	299 +3	+1%	+$152	﹤0.01%	1020
2025 Q4	$14.9K	Buy	296 +3	+1%	+$152	﹤0.01%	979
2025 Q3	$14.8K	Buy	293 +3	+1%	+$152	﹤0.01%	930
2025 Q2	$14.7K	Sell	290 -54	-16%	-$2.73K	﹤0.01%	905
2025 Q1	$17.4K	Buy	344 +5	+1%	+$252	﹤0.01%	825
2024 Q4	$17.1K	Sell	339 -82	-19%	-$4.14K	﹤0.01%	771
2024 Q3	$21.4K	Buy	421 +5	+1%	+$253	﹤0.01%	785
2024 Q2	$21K	Buy	+416	New	+$21K	﹤0.01%	765

Other funds holding YEAR

BAM

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

DADC

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

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return

Capital Investment Advisory Services's YEAR Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its AB Ultra Short Income ETF (YEAR) stake by 12% in Q2 2026, selling an estimated $1.86K and leaving 262 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Capital Investment Advisory Services first reported a position in YEAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $21.4K in Q3 2024. 21 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

Capital Investment Advisory Services held 262 shares of AB Ultra Short Income ETF worth $13.2K as of Q2 2026.
Capital Investment Advisory Services sold 37 AB Ultra Short Income ETF shares in Q2 2026, an estimated $1.86K.
AB Ultra Short Income ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1130 holding.
Capital Investment Advisory Services first reported a position in AB Ultra Short Income ETF in Q2 2024 and has held it in 9 quarters since.
Capital Investment Advisory Services's AB Ultra Short Income ETF position peaked at $21.4K in Q3 2024.
21 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.