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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

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 $431M AUM 27.86% 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

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. 92 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.
  • 92 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.