Lowe Wealth Advisors’s AB Ultra Short Income ETF YEAR Stock Holding History

Lowe 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
2025 Q3	$1.38M	Sell	27,174 -437	-2%	-$22.1K	0.5%	22
2025 Q2	$1.4M	Buy	27,611 +1,101	+4%	+$55.6K	0.55%	19
2025 Q1	$1.34M	Buy	26,510 +2,835	+12%	+$143K	0.57%	19
2024 Q4	$1.19M	Buy	23,675 +1,522	+7%	+$76.9K	0.51%	20
2024 Q3	$1.13M	Buy	22,153 +773	+4%	+$39.1K	0.49%	21
2024 Q2	$1.08M	Buy	21,380 +1,520	+8%	+$76.6K	0.49%	21
2024 Q1	$1M	Buy	19,860 +4,765	+32%	+$240K	0.47%	22
2023 Q4	$759K	Buy	15,095 +7,155	+90%	+$359K	0.38%	24
2023 Q3	$399K	Buy	+7,940	New	+$398K	0.21%	31

Other funds holding YEAR

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BAM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lowe Wealth Advisors's YEAR Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its AB Ultra Short Income ETF (YEAR) stake by 1.6% in Q3 2025, selling an estimated $22.1K and leaving 27,174 shares worth $1.38M. The position accounts for 0.5% of the portfolio, ranked #22.

Lowe Wealth Advisors first reported a position in YEAR in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.4M in Q2 2025. 74 funds tracked by Wall St. Rank hold YEAR as of Q3 2025.

Lowe Wealth Advisors held 27,174 shares of AB Ultra Short Income ETF worth $1.38M as of Q3 2025.
Lowe Wealth Advisors sold 437 AB Ultra Short Income ETF shares in Q3 2025, an estimated $22.1K.
AB Ultra Short Income ETF made up 0.5% of Lowe Wealth Advisors's portfolio in Q3 2025, its #22 holding.
Lowe Wealth Advisors first reported a position in AB Ultra Short Income ETF in Q3 2023 and has held it in 9 quarters since.
Lowe Wealth Advisors's AB Ultra Short Income ETF position peaked at $1.4M in Q2 2025.
74 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.