KAS
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Kestra Advisory Services’s AB Ultra Short Income ETF YEAR Stock Holding History

Kestra Advisory Services’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
Q1 		$2.91M Sell
57,658
-32,695
-36% -$1.65M 0.01% 1080
2025
Q4 		$4.56M Sell
90,353
-108,905
-55% -$5.51M 0.02% 786
2025
Q3 		$10.1M Buy
199,258
+94,001
+89% +$4.75M 0.05% 388
2025
Q2 		$5.33M Buy
105,257
+23,640
+29% +$1.19M 0.03% 605
2025
Q1 		$4.13M Buy
81,617
+25,934
+47% +$1.31M 0.02% 656
2024
Q4 		$2.8M Sell
55,683
-45,632
-45% -$2.31M 0.02% 828
2024
Q3 		$5.15M Sell
101,315
-161,261
-61% -$8.17M 0.03% 580
2024
Q2 		$13.3M Buy
262,576
+48,916
+23% +$2.46M 0.07% 286
2024
Q1 		$10.8M Buy
213,660
+13,598
+7% +$686K 0.07% 291
2023
Q4 		$10.1M Sell
200,062
-184,868
-48% -$9.28M 0.08% 274
2023
Q3 		$19.3M Buy
384,930
+338,711
+733% +$17M 0.19% 110
2023
Q2 		$2.32M Buy
46,219
+5,648
+14% +$283K 0.02% 624
2023
Q1 		$2.04M Buy
40,571
+32,629
+411% +$1.64M 0.02% 643
2022
Q4 		$397K Buy
+7,942
New +$396K ﹤0.01% 1551

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Kestra Advisory Services's YEAR Position: Q1 2026 in Review

Kestra Advisory Services reduced its AB Ultra Short Income ETF (YEAR) stake by 36% in Q1 2026, selling an estimated $1.65M and leaving 57,658 shares worth $2.91M. The position accounts for 0.01% of the portfolio, ranked #1080.

Kestra Advisory Services first reported a position in YEAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.3M in Q3 2023. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Kestra Advisory Services held 57,658 shares of AB Ultra Short Income ETF worth $2.91M as of Q1 2026.
  • Kestra Advisory Services sold 32,695 AB Ultra Short Income ETF shares in Q1 2026, an estimated $1.65M.
  • AB Ultra Short Income ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1080 holding.
  • Kestra Advisory Services first reported a position in AB Ultra Short Income ETF in Q4 2022 and has held it in 14 quarters since.
  • Kestra Advisory Services's AB Ultra Short Income ETF position peaked at $19.3M in Q3 2023.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.