PMG Wealth Management
YEAR icon

PMG Wealth Management’s AB Ultra Short Income ETF YEAR Stock Holding History

PMG 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
Q3 		$5.05M Buy
100,827
+2,244
+2% +$113K 3% 14
2026
Q2 		$4.95M Buy
98,583
+4,873
+5% +$245K 3.06% 14
2026
Q1 		$4.71M Buy
93,710
+11,286
+14% +$570K 3.4% 13
2025
Q4 		$4.16M Buy
82,424
+4,871
+6% +$246K 3.05% 12
2025
Q3 		$3.92M Buy
77,553
+304
+0.4% +$15.4K 2.99% 12
2025
Q2 		$3.9M Buy
77,249
+7,404
+11% +$374K 3.22% 12
2025
Q1 		$3.52M Buy
69,845
+1,881
+3% +$95K 3.74% 11
2024
Q4 		$3.42M Buy
+67,964
New +$3.44M 3.12% 14

Other funds holding YEAR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BOS Asset Management
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
HighPoint Advisor Group
HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PMG Wealth Management's YEAR Position: Q3 2026 in Review

PMG Wealth Management increased its AB Ultra Short Income ETF (YEAR) stake by 2.3% in Q3 2026, buying an estimated $113K and bringing the position to 100,827 shares worth $5.05M. The position accounts for 3% of the portfolio, ranked #14.

PMG Wealth Management first reported a position in YEAR in Q4 2024 and has held it in 8 quarters since. 60 funds tracked by Wall St. Rank hold YEAR as of Q3 2026.

  • PMG Wealth Management held 100,827 shares of AB Ultra Short Income ETF worth $5.05M as of Q3 2026.
  • PMG Wealth Management bought 2,244 AB Ultra Short Income ETF shares in Q3 2026, an estimated $113K.
  • AB Ultra Short Income ETF made up 3% of PMG Wealth Management's portfolio in Q3 2026, its #14 holding.
  • PMG Wealth Management first reported a position in AB Ultra Short Income ETF in Q4 2024 and has held it in 8 quarters since.
  • 60 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q3 2026.

Based on PMG Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.