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Centerpoint Advisory Group’s AB Ultra Short Income ETF YEAR Stock Holding History

Centerpoint Advisory Group’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 		– Sell
-4,346
Closed -$219K – 120
2026
Q1 		$219K Sell
4,346
-694
-14% -$35K 0.17% 98
2025
Q4 		$254K Buy
+5,040
New +$255K 0.2% 87

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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

Centerpoint Advisory Group's YEAR Position: Q2 2026 in Review

Centerpoint Advisory Group sold out of AB Ultra Short Income ETF (YEAR) in Q2 2026, closing a stake of 4,346 shares — an estimated $219K sold.

Centerpoint Advisory Group first reported a position in YEAR in Q4 2025 and held it in 2 quarters. The position peaked at $254K in Q4 2025. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Centerpoint Advisory Group reported no remaining AB Ultra Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • Centerpoint Advisory Group sold 4,346 AB Ultra Short Income ETF shares in Q2 2026, an estimated $219K.
  • Centerpoint Advisory Group first reported a position in AB Ultra Short Income ETF in Q4 2025 and held it in 2 quarters.
  • Centerpoint Advisory Group's AB Ultra Short Income ETF position peaked at $254K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.