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Raymond James & Associates’s AB Ultra Short Income ETF YEAR Stock Holding History

Raymond James & Associates’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
2024
Q3 		$5.82M Buy
114,434
+90,155
+371% +$4.57M ﹤0.01% 1556
2024
Q2 		$1.23M Buy
+24,279
New +$1.22M ﹤0.01% 2487

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Raymond James & Associates's YEAR Position: Q3 2024 in Review

Raymond James & Associates increased its AB Ultra Short Income ETF (YEAR) stake by 371% in Q3 2024, buying an estimated $4.57M and bringing the position to 114,434 shares worth $5.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Raymond James & Associates first reported a position in YEAR in Q2 2024 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold YEAR as of Q3 2024.

  • Raymond James & Associates held 114,434 shares of AB Ultra Short Income ETF worth $5.82M as of Q3 2024.
  • Raymond James & Associates bought 90,155 AB Ultra Short Income ETF shares in Q3 2024, an estimated $4.57M.
  • AB Ultra Short Income ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1556 holding.
  • Raymond James & Associates first reported a position in AB Ultra Short Income ETF in Q2 2024 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.