Wealth Enhancement Advisory Services
YEAR icon

Wealth Enhancement Advisory Services’s AB Ultra Short Income ETF YEAR Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.44M Buy
28,639
+439
+2% +$22.1K ﹤0.01% 1815
2026
Q1 		$1.42M Sell
28,200
-2,032
-7% -$103K ﹤0.01% 1580
2025
Q4 		$1.53M Buy
30,232
+4,054
+15% +$205K ﹤0.01% 1682
2025
Q3 		$1.32M Sell
26,178
-1,739
-6% -$87.9K ﹤0.01% 1695
2025
Q2 		$1.41M Buy
27,917
+954
+4% +$48.2K ﹤0.01% 1542
2025
Q1 		$1.36M Sell
26,963
-5,277
-16% -$266K ﹤0.01% 1446
2024
Q4 		$1.62M Buy
32,240
+25,900
+409% +$1.31M ﹤0.01% 1285
2024
Q3 		$322K Buy
6,340
+22
+0.3% +$1.11K ﹤0.01% 2129
2024
Q2 		$319K Buy
6,318
+6
+0.1% +$302 ﹤0.01% 1940
2024
Q1 		$319K Sell
6,312
-5,295
-46% -$267K ﹤0.01% 1880
2023
Q4 		$584K Sell
11,607
-1,804
-13% -$90.5K ﹤0.01% 1420
2023
Q3 		$673K Buy
+13,411
New +$672K ﹤0.01% 1272

Other funds holding YEAR

BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Wealth Enhancement Advisory Services's YEAR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its AB Ultra Short Income ETF (YEAR) stake by 1.6% in Q2 2026, buying an estimated $22.1K and bringing the position to 28,639 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Wealth Enhancement Advisory Services first reported a position in YEAR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.62M in Q4 2024. 21 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 28,639 shares of AB Ultra Short Income ETF worth $1.44M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 439 AB Ultra Short Income ETF shares in Q2 2026, an estimated $22.1K.
  • AB Ultra Short Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1815 holding.
  • Wealth Enhancement Advisory Services first reported a position in AB Ultra Short Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's AB Ultra Short Income ETF position peaked at $1.62M in Q4 2024.
  • 21 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.