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Oppenheimer & Co’s AB Ultra Short Income ETF YEAR Stock Holding History

Oppenheimer & Co’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 		$305K Sell
6,045
-54
-0.9% -$2.73K ﹤0.01% 1389
2025
Q4 		$308K Buy
+6,099
New +$309K ﹤0.01% 1260

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 $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Oppenheimer & Co's YEAR Position: Q1 2026 in Review

Oppenheimer & Co reduced its AB Ultra Short Income ETF (YEAR) stake by 0.89% in Q1 2026, selling an estimated $2.73K and leaving 6,045 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Oppenheimer & Co first reported a position in YEAR in Q4 2025 and has held it in 2 quarters since. The position peaked at $308K in Q4 2025. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Oppenheimer & Co held 6,045 shares of AB Ultra Short Income ETF worth $305K as of Q1 2026.
  • Oppenheimer & Co sold 54 AB Ultra Short Income ETF shares in Q1 2026, an estimated $2.73K.
  • AB Ultra Short Income ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1389 holding.
  • Oppenheimer & Co first reported a position in AB Ultra Short Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Oppenheimer & Co's AB Ultra Short Income ETF position peaked at $308K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.