KWM
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Kingsview Wealth Management’s AB Ultra Short Income ETF YEAR Stock Holding History

Kingsview Wealth Management’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 		$8.97M Buy
178,264
+10,644
+6% +$536K 0.11% 166
2026
Q1 		$8.46M Sell
167,620
-17,402
-9% -$879K 0.12% 159
2025
Q4 		$9.34M Sell
185,022
-302
-0.2% -$15.3K 0.13% 138
2025
Q3 		$9.39M Buy
185,324
+6,704
+4% +$339K 0.14% 141
2025
Q2 		$9.05M Buy
178,620
+17,174
+11% +$868K 0.15% 139
2025
Q1 		$8.17M Buy
161,446
+8,552
+6% +$432K 0.15% 149
2024
Q4 		$7.7M Buy
152,894
+12,973
+9% +$656K 0.15% 153
2024
Q3 		$7.11M Buy
139,921
+21,155
+18% +$1.07M 0.15% 151
2024
Q2 		$6M Buy
118,766
+3,704
+3% +$187K 0.14% 159
2024
Q1 		$5.81M Sell
115,062
-3,038
-3% -$153K 0.15% 158
2023
Q4 		$5.94M Buy
118,100
+4,963
+4% +$249K 0.18% 135
2023
Q3 		$5.68M Buy
113,137
+3,846
+4% +$193K 0.2% 114
2023
Q2 		$5.48M Buy
109,291
+10,636
+11% +$533K 0.22% 102
2023
Q1 		$4.95M Buy
98,655
+31,510
+47% +$1.58M 0.21% 108
2022
Q4 		$3.35M Buy
67,145
+62,595
+1,376% +$3.12M 0.15% 163
2022
Q3 		$227K Buy
+4,550
New +$227K 0.01% 721

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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

Kingsview Wealth Management's YEAR Position: Q2 2026 in Review

Kingsview Wealth Management increased its AB Ultra Short Income ETF (YEAR) stake by 6.4% in Q2 2026, buying an estimated $536K and bringing the position to 178,264 shares worth $8.97M. The position accounts for 0.11% of the portfolio, ranked #166.

Kingsview Wealth Management first reported a position in YEAR in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.39M in Q3 2025. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Kingsview Wealth Management held 178,264 shares of AB Ultra Short Income ETF worth $8.97M as of Q2 2026.
  • Kingsview Wealth Management bought 10,644 AB Ultra Short Income ETF shares in Q2 2026, an estimated $536K.
  • AB Ultra Short Income ETF made up 0.11% of Kingsview Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Kingsview Wealth Management first reported a position in AB Ultra Short Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Kingsview Wealth Management's AB Ultra Short Income ETF position peaked at $9.39M in Q3 2025.
  • 92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.