Cooper Financial Group
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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
Q3 		$3.08M Sell
61,597
-10,660
-15% -$535K 0.25% 71
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BOS Asset Management
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Cooper Financial Group's YEAR Position: Q3 2026 in Review

Cooper Financial Group reduced its AB Ultra Short Income ETF (YEAR) stake by 15% in Q3 2026, selling an estimated $535K and leaving 61,597 shares worth $3.08M. The position accounts for 0.25% of the portfolio, ranked #71.

Cooper Financial Group first reported a position in YEAR in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.64M in Q2 2026. 43 funds tracked by Wall St. Rank hold YEAR as of Q3 2026.

  • Cooper Financial Group held 61,597 shares of AB Ultra Short Income ETF worth $3.08M as of Q3 2026.
  • Cooper Financial Group sold 10,660 AB Ultra Short Income ETF shares in Q3 2026, an estimated $535K.
  • AB Ultra Short Income ETF made up 0.25% of Cooper Financial Group's portfolio in Q3 2026, its #71 holding.
  • Cooper Financial Group first reported a position in AB Ultra Short Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Cooper Financial Group's AB Ultra Short Income ETF position peaked at $3.64M in Q2 2026.
  • 43 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.