Warner Group’s AB Ultra Short Income ETF YEAR Stock Holding History

Warner Group’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	$1.49M	Buy	+29,534	New	+$1.49M	0.37%	38

Other funds holding YEAR

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Welch Financial Planning Boulder, Colorado $172M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Warner Group's YEAR Position: Q2 2026 in Review

Warner Group opened a new position in AB Ultra Short Income ETF (YEAR) in Q2 2026: 29,534 shares worth $1.49M. The stake represents 0.37% of the portfolio and ranks #38 among its holdings.

26 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

Warner Group held 29,534 shares of AB Ultra Short Income ETF worth $1.49M as of Q2 2026.
AB Ultra Short Income ETF was a new Warner Group position in Q2 2026.
AB Ultra Short Income ETF made up 0.37% of Warner Group's portfolio in Q2 2026, its #38 holding.
26 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Warner Group's 13F filing for Q2 2026, filed 27 Jul 2026.