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 Q3	$1.41M	Buy	28,094 +14,347	+104%	+$720K	0.21%	54
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Encompass Wealth Advisors's YEAR Position: Q3 2026 in Review

Encompass Wealth Advisors increased its AB Ultra Short Income ETF (YEAR) stake by 104% in Q3 2026, buying an estimated $720K and bringing the position to 28,094 shares worth $1.41M. The position accounts for 0.21% of the portfolio, ranked #54.

Encompass Wealth Advisors first reported a position in YEAR in Q1 2023 and has held it in 15 quarters since. 73 funds tracked by Wall St. Rank hold YEAR as of Q3 2026.

Encompass Wealth Advisors held 28,094 shares of AB Ultra Short Income ETF worth $1.41M as of Q3 2026.
Encompass Wealth Advisors bought 14,347 AB Ultra Short Income ETF shares in Q3 2026, an estimated $720K.
AB Ultra Short Income ETF made up 0.21% of Encompass Wealth Advisors's portfolio in Q3 2026, its #54 holding.
Encompass Wealth Advisors first reported a position in AB Ultra Short Income ETF in Q1 2023 and has held it in 15 quarters since.
73 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.