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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
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 $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Steward Partners Investment Advisory's YEAR Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its AB Ultra Short Income ETF (YEAR) stake by 7.7% in Q1 2026, selling an estimated $64K and leaving 15,178 shares worth $766K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Steward Partners Investment Advisory first reported a position in YEAR in Q3 2024 and has held it in 7 quarters since. The position peaked at $830K in Q4 2025. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Steward Partners Investment Advisory held 15,178 shares of AB Ultra Short Income ETF worth $766K as of Q1 2026.
  • Steward Partners Investment Advisory sold 1,268 AB Ultra Short Income ETF shares in Q1 2026, an estimated $64K.
  • AB Ultra Short Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1303 holding.
  • Steward Partners Investment Advisory first reported a position in AB Ultra Short Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's AB Ultra Short Income ETF position peaked at $830K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.