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Raymond James Financial Services Advisors’s AB Ultra Short Income ETF YEAR Stock Holding History

Raymond James Financial Services Advisors’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 		$17.1M Buy
335,944
+311,011
+1,247% +$15.7M 0.02% 616
2024
Q2 		$1.26M Buy
+24,933
New +$1.26M ﹤0.01% 1941

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial Services Advisors's YEAR Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its AB Ultra Short Income ETF (YEAR) stake by 1,247% in Q3 2024, buying an estimated $15.7M and bringing the position to 335,944 shares worth $17.1M. The position accounts for 0.02% of the portfolio, ranked #616.

Raymond James Financial Services Advisors 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 Financial Services Advisors held 335,944 shares of AB Ultra Short Income ETF worth $17.1M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 311,011 AB Ultra Short Income ETF shares in Q3 2024, an estimated $15.7M.
  • AB Ultra Short Income ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #616 holding.
  • Raymond James Financial Services Advisors 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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.