Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s AB Ultra Short Income ETF YEAR Stock Holding History

Steward Partners Investment Advisory’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 		$824K Buy
16,372
+1,194
+8% +$60.1K ﹤0.01% 1412
2026
Q1 		$766K Sell
15,178
-1,268
-8% -$64K ﹤0.01% 1303
2025
Q4 		$830K Buy
16,446
+11,250
+217% +$569K ﹤0.01% 1163
2025
Q3 		$263K Sell
5,196
-7,033
-58% -$356K ﹤0.01% 1723
2025
Q2 		$620K Buy
12,229
+9,870
+418% +$499K ﹤0.01% 1197
2025
Q1 		$119K Sell
2,359
-341
-13% -$17.2K ﹤0.01% 1923
2024
Q4 		$136K Buy
2,700
+2,200
+440% +$111K ﹤0.01% 1819
2024
Q3 		$25.4K Buy
+500
New +$25.3K ﹤0.01% 2556

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $428M AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $6.54B AUM

Steward Partners Investment Advisory's YEAR Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its AB Ultra Short Income ETF (YEAR) stake by 7.9% in Q2 2026, buying an estimated $60.1K and bringing the position to 16,372 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Steward Partners Investment Advisory first reported a position in YEAR in Q3 2024 and has held it in 8 quarters since. The position peaked at $830K in Q4 2025. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Steward Partners Investment Advisory held 16,372 shares of AB Ultra Short Income ETF worth $824K as of Q2 2026.
  • Steward Partners Investment Advisory bought 1,194 AB Ultra Short Income ETF shares in Q2 2026, an estimated $60.1K.
  • AB Ultra Short Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1412 holding.
  • Steward Partners Investment Advisory first reported a position in AB Ultra Short Income ETF in Q3 2024 and has held it in 8 quarters since.
  • Steward Partners Investment Advisory's AB Ultra Short Income ETF position peaked at $830K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.