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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

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. 92 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.
92 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.