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
2025 Q2	$654K	Buy
2025 Q1	$652K	Sell
2024 Q4	$663K	Buy
2024 Q3	$661K	Buy
2024 Q2	$647K	Buy
2024 Q1	$603K	Buy
2023 Q4	$600K	Buy
2023 Q3	$494K	Buy
2023 Q2	$464K	Buy
2023 Q1	$397K	Buy