EWA
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Encompass Wealth Advisors’s AB Ultra Short Income ETF YEAR Stock Holding History

Encompass Wealth Advisors’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 		$692K Buy
13,747
+120
+0.9% +$6.04K 0.21% 52
2026
Q1 		$688K Buy
13,627
+31
+0.2% +$1.57K 0.24% 46
2025
Q4 		$686K Buy
13,596
+623
+5% +$31.5K 0.23% 47
2025
Q3 		$657K Buy
12,973
+60
+0.5% +$3.03K 0.22% 51
2025
Q2 		$654K Buy
12,913
+36
+0.3% +$1.82K 0.24% 50
2025
Q1 		$652K Sell
12,877
-292
-2% -$14.7K 0.27% 52
2024
Q4 		$663K Buy
13,169
+172
+1% +$8.7K 0.27% 50
2024
Q3 		$661K Buy
12,997
+184
+1% +$9.32K 0.17% 121
2024
Q2 		$647K Buy
12,813
+886
+7% +$44.6K 0.17% 111
2024
Q1 		$603K Buy
11,927
+6
+0.1% +$303 0.16% 128
2023
Q4 		$600K Buy
11,921
+2,081
+21% +$104K 0.18% 107
2023
Q3 		$494K Buy
9,840
+600
+6% +$30.1K 0.16% 113
2023
Q2 		$464K Buy
9,240
+1,340
+17% +$67.2K 0.15% 122
2023
Q1 		$397K Buy
+7,900
New +$396K 0.14% 134

Other funds holding YEAR

BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return

Encompass Wealth Advisors's YEAR Position: Q2 2026 in Review

Encompass Wealth Advisors increased its AB Ultra Short Income ETF (YEAR) stake by 0.88% in Q2 2026, buying an estimated $6.04K and bringing the position to 13,747 shares worth $692K. The position accounts for 0.21% of the portfolio, ranked #52.

Encompass Wealth Advisors first reported a position in YEAR in Q1 2023 and has held it in 14 quarters since. 21 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Encompass Wealth Advisors held 13,747 shares of AB Ultra Short Income ETF worth $692K as of Q2 2026.
  • Encompass Wealth Advisors bought 120 AB Ultra Short Income ETF shares in Q2 2026, an estimated $6.04K.
  • AB Ultra Short Income ETF made up 0.21% of Encompass Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Encompass Wealth Advisors first reported a position in AB Ultra Short Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 21 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.