Creative Planning’s AB Ultra Short Income ETF YEAR Stock Holding History

Creative Planning’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	$5.43M	Buy	+107,777	New	+$5.43M	﹤0.01%	1346

Other funds holding YEAR

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

Creative Planning's YEAR Position: Q2 2026 in Review

Creative Planning opened a new position in AB Ultra Short Income ETF (YEAR) in Q2 2026: 107,777 shares worth $5.43M. The stake represents ﹤0.01% of the portfolio and ranks #1346 among its holdings.

92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

Creative Planning held 107,777 shares of AB Ultra Short Income ETF worth $5.43M as of Q2 2026.
AB Ultra Short Income ETF was a new Creative Planning position in Q2 2026.
AB Ultra Short Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1346 holding.
92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.