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Fortis Group Advisors’s AB Ultra Short Income ETF YEAR Stock Holding History

Fortis Group 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
2024
Q2 		– Sell
-16,179
Closed -$817K – 536
2024
Q1 		$817K Buy
+16,179
New +$816K 0.15% 102

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fortis Group Advisors's YEAR Position: Q2 2024 in Review

Fortis Group Advisors sold out of AB Ultra Short Income ETF (YEAR) in Q2 2024, closing a stake of 16,179 shares — an estimated $817K sold.

Fortis Group Advisors first reported a position in YEAR in Q1 2024 and held it in 1 quarter. The position peaked at $817K in Q1 2024. 63 funds tracked by Wall St. Rank hold YEAR as of Q2 2024.

  • Fortis Group Advisors reported no remaining AB Ultra Short Income ETF position as of Q2 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 16,179 AB Ultra Short Income ETF shares in Q2 2024, an estimated $817K.
  • Fortis Group Advisors first reported a position in AB Ultra Short Income ETF in Q1 2024 and held it in 1 quarter.
  • Fortis Group Advisors's AB Ultra Short Income ETF position peaked at $817K in Q1 2024.
  • 63 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2024.

Based on Fortis Group Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.