VWM
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Venturi Wealth Management’s AB Ultra Short Income ETF YEAR Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-44
Closed -$2.22K – 1877
2024
Q4 		$2.22K Buy
+44
New +$2.22K ﹤0.01% 1838

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BAM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Venturi Wealth Management's YEAR Position: Q1 2025 in Review

Venturi Wealth Management sold out of AB Ultra Short Income ETF (YEAR) in Q1 2025, closing a stake of 44 shares — an estimated $2.22K sold.

Venturi Wealth Management first reported a position in YEAR in Q4 2024 and held it in 1 quarter. The position peaked at $2.22K in Q4 2024. 74 funds tracked by Wall St. Rank hold YEAR as of Q1 2025.

  • Venturi Wealth Management reported no remaining AB Ultra Short Income ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 44 AB Ultra Short Income ETF shares in Q1 2025, an estimated $2.22K.
  • Venturi Wealth Management first reported a position in AB Ultra Short Income ETF in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's AB Ultra Short Income ETF position peaked at $2.22K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.