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Next Level Private’s AB Ultra Short Income ETF YEAR Stock Holding History

Next Level Private’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 		$474K Sell
9,421
-701
-7% -$35.3K 0.09% 120
2026
Q1 		$511K Buy
10,122
+3,163
+45% +$160K 0.12% 111
2025
Q4 		$351K Buy
+6,959
New +$352K 0.09% 125

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
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
TC
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
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Next Level Private's YEAR Position: Q2 2026 in Review

Next Level Private reduced its AB Ultra Short Income ETF (YEAR) stake by 6.9% in Q2 2026, selling an estimated $35.3K and leaving 9,421 shares worth $474K. The position accounts for 0.09% of the portfolio, ranked #120.

Next Level Private first reported a position in YEAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $511K in Q1 2026. 11 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Next Level Private held 9,421 shares of AB Ultra Short Income ETF worth $474K as of Q2 2026.
  • Next Level Private sold 701 AB Ultra Short Income ETF shares in Q2 2026, an estimated $35.3K.
  • AB Ultra Short Income ETF made up 0.09% of Next Level Private's portfolio in Q2 2026, its #120 holding.
  • Next Level Private first reported a position in AB Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Next Level Private's AB Ultra Short Income ETF position peaked at $511K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.