Private Advisor Group’s AB Ultra Short Income ETF YEAR Stock Holding History

Private Advisor 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	$10.2M	Sell	203,416 -106,952	-34%	-$5.38M	0.05%	387
2026 Q1	$15.7M	Buy	310,368 +8,340	+3%	+$421K	0.07%	287
2025 Q4	$15.2M	Buy	302,028 +20,233	+7%	+$1.02M	0.07%	285
2025 Q3	$14.3M	Sell	281,795 -128,749	-31%	-$6.51M	0.07%	292
2025 Q2	$20.8M	Buy	410,544 +82,265	+25%	+$4.16M	0.11%	189
2025 Q1	$16.6M	Buy	328,279 +104,164	+46%	+$5.26M	0.1%	204
2024 Q4	$11.3M	Buy	224,115 +40,164	+22%	+$2.03M	0.06%	300
2024 Q3	$9.35M	Buy	183,951 +78,865	+75%	+$3.99M	0.06%	340
2024 Q2	$5.31M	Buy	105,086 +32,129	+44%	+$1.62M	0.04%	462
2024 Q1	$3.69M	Buy	72,957 +13,828	+23%	+$697K	0.03%	565
2023 Q4	$2.97M	Buy	59,129 +24,569	+71%	+$1.23M	0.02%	611
2023 Q3	$1.73M	Buy	34,560 +6,815	+25%	+$342K	0.02%	765
2023 Q2	$1.39M	Buy	+27,745	New	+$1.39M	0.01%	887

Other funds holding YEAR

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BAM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Private Advisor Group's YEAR Position: Q2 2026 in Review

Private Advisor Group reduced its AB Ultra Short Income ETF (YEAR) stake by 34% in Q2 2026, selling an estimated $5.38M and leaving 203,416 shares worth $10.2M. The position accounts for 0.05% of the portfolio, ranked #387.

Private Advisor Group first reported a position in YEAR in Q2 2023 and has held it in 13 quarters since. The position peaked at $20.8M in Q2 2025. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

Private Advisor Group held 203,416 shares of AB Ultra Short Income ETF worth $10.2M as of Q2 2026.
Private Advisor Group sold 106,952 AB Ultra Short Income ETF shares in Q2 2026, an estimated $5.38M.
AB Ultra Short Income ETF made up 0.05% of Private Advisor Group's portfolio in Q2 2026, its #387 holding.
Private Advisor Group first reported a position in AB Ultra Short Income ETF in Q2 2023 and has held it in 13 quarters since.
Private Advisor Group's AB Ultra Short Income ETF position peaked at $20.8M in Q2 2025.
92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.