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Elevation Wealth Partners’s AB Ultra Short Income ETF YEAR Stock Holding History

Elevation Wealth Partners’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
2025
Q4 		– Sell
-124
Closed -$6.28K – 1038
2025
Q3 		$6.28K Buy
+124
New +$6.27K ﹤0.01% 445

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Elevation Wealth Partners's YEAR Position: Q4 2025 in Review

Elevation Wealth Partners sold out of AB Ultra Short Income ETF (YEAR) in Q4 2025, closing a stake of 124 shares — an estimated $6.28K sold.

Elevation Wealth Partners first reported a position in YEAR in Q3 2025 and held it in 1 quarter. The position peaked at $6.28K in Q3 2025. 85 funds tracked by Wall St. Rank hold YEAR as of Q4 2025.

  • Elevation Wealth Partners reported no remaining AB Ultra Short Income ETF position as of Q4 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 124 AB Ultra Short Income ETF shares in Q4 2025, an estimated $6.28K.
  • Elevation Wealth Partners first reported a position in AB Ultra Short Income ETF in Q3 2025 and held it in 1 quarter.
  • Elevation Wealth Partners's AB Ultra Short Income ETF position peaked at $6.28K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q4 2025.

Based on Elevation Wealth Partners's 13F filing for Q4 2025, filed 9 Jan 2026.