Merit Financial Group’s AB Ultra Short Income ETF YEAR Stock Holding History

Merit Financial Group’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	$280K	Buy	5,559 +42	+0.8%	+$2.11K	﹤0.01%	1853
2026 Q1	$278K	Buy	5,517 +46	+0.8%	+$2.32K	﹤0.01%	1704
2025 Q4	$276K	Buy	5,471 +7	+0.1%	+$354	﹤0.01%	1605
2025 Q3	$277K	Buy	5,464 +45	+0.8%	+$2.28K	﹤0.01%	1502
2025 Q2	$275K	Buy	5,419 +47	+0.9%	+$2.37K	﹤0.01%	1387
2025 Q1	$272K	Sell	5,372 -2,089	-28%	-$105K	﹤0.01%	1161
2024 Q4	$376K	Buy	7,461 +89	+1%	+$4.5K	0.01%	831
2024 Q3	$375K	Buy	+7,372	New	+$373K	0.01%	626

Other funds holding YEAR

BAM

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

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Merit Financial Group's YEAR Position: Q2 2026 in Review

Merit Financial Group increased its AB Ultra Short Income ETF (YEAR) stake by 0.76% in Q2 2026, buying an estimated $2.11K and bringing the position to 5,559 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

Merit Financial Group first reported a position in YEAR in Q3 2024 and has held it in 8 quarters since. The position peaked at $376K in Q4 2024. 11 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

Merit Financial Group held 5,559 shares of AB Ultra Short Income ETF worth $280K as of Q2 2026.
Merit Financial Group bought 42 AB Ultra Short Income ETF shares in Q2 2026, an estimated $2.11K.
AB Ultra Short Income ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1853 holding.
Merit Financial Group first reported a position in AB Ultra Short Income ETF in Q3 2024 and has held it in 8 quarters since.
Merit Financial Group's AB Ultra Short Income ETF position peaked at $376K in Q4 2024.
11 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.