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Cresset Asset Management’s AB Ultra Short Income ETF YEAR Stock Holding History

Cresset Asset Management’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
Q1 		$219K Sell
4,343
-7,097
-62% -$358K ﹤0.01% 1426
2025
Q4 		$580K Buy
+11,440
New +$579K ﹤0.01% 1007

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cresset Asset Management's YEAR Position: Q1 2026 in Review

Cresset Asset Management reduced its AB Ultra Short Income ETF (YEAR) stake by 62% in Q1 2026, selling an estimated $358K and leaving 4,343 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Cresset Asset Management first reported a position in YEAR in Q4 2025 and has held it in 2 quarters since. The position peaked at $580K in Q4 2025. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Cresset Asset Management held 4,343 shares of AB Ultra Short Income ETF worth $219K as of Q1 2026.
  • Cresset Asset Management sold 7,097 AB Ultra Short Income ETF shares in Q1 2026, an estimated $358K.
  • AB Ultra Short Income ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1426 holding.
  • Cresset Asset Management first reported a position in AB Ultra Short Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Cresset Asset Management's AB Ultra Short Income ETF position peaked at $580K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.