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Cooper Financial Group’s AB Ultra Short Income ETF YEAR Stock Holding History

Cooper Financial 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 		$3.64M Buy
72,257
+7,405
+11% +$373K 0.3% 58
2026
Q1 		$3.27M Buy
+64,852
New +$3.28M 0.33% 53

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
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
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
TF
TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cooper Financial Group's YEAR Position: Q2 2026 in Review

Cooper Financial Group increased its AB Ultra Short Income ETF (YEAR) stake by 11% in Q2 2026, buying an estimated $373K and bringing the position to 72,257 shares worth $3.64M. The position accounts for 0.3% of the portfolio, ranked #58.

Cooper Financial Group first reported a position in YEAR in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Cooper Financial Group held 72,257 shares of AB Ultra Short Income ETF worth $3.64M as of Q2 2026.
  • Cooper Financial Group bought 7,405 AB Ultra Short Income ETF shares in Q2 2026, an estimated $373K.
  • AB Ultra Short Income ETF made up 0.3% of Cooper Financial Group's portfolio in Q2 2026, its #58 holding.
  • Cooper Financial Group first reported a position in AB Ultra Short Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.