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
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 $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

Kingsview Wealth Management's YEAR Position: Q1 2026 in Review

Kingsview Wealth Management reduced its AB Ultra Short Income ETF (YEAR) stake by 9.4% in Q1 2026, selling an estimated $879K and leaving 167,620 shares worth $8.46M. The position accounts for 0.12% of the portfolio, ranked #159.

Kingsview Wealth Management first reported a position in YEAR in Q3 2022 and has held it in 15 quarters since. The position peaked at $9.39M in Q3 2025. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Kingsview Wealth Management held 167,620 shares of AB Ultra Short Income ETF worth $8.46M as of Q1 2026.
  • Kingsview Wealth Management sold 17,402 AB Ultra Short Income ETF shares in Q1 2026, an estimated $879K.
  • AB Ultra Short Income ETF made up 0.12% of Kingsview Wealth Management's portfolio in Q1 2026, its #159 holding.
  • Kingsview Wealth Management first reported a position in AB Ultra Short Income ETF in Q3 2022 and has held it in 15 quarters since.
  • Kingsview Wealth Management's AB Ultra Short Income ETF position peaked at $9.39M in Q3 2025.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.