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Ab Active Etfs shares owned by Davis Wealth Advisors

Quarter-by-quarter ownership of Ab Active Etfs (YEAR) shares owned by Davis Wealth Advisors from 13F filings

Historical chart of Davis Wealth Advisors investment in Ab Active Etfs

Tip: Access up to 7 years of quarterly data

All positions including Ab Active Etfs held by Davis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ab Active Etfs by Davis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $756k 15k 50.48

More positions owned by Davis Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Ishares Us Carbo (LCTU)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard World Esg Us Stk Etf (ESGV)

View all positions for Davis Wealth Advisors

Top funds holding Ab Active Etfs

Alliancebernstein
LPL Financial
Raymond James Financial
BOS Asset Management
Wells Fargo & Company
Kensington Asset Management
IHT Wealth Management
Private Advisor
D.A. Davidson & Co.
Branch Banking & Trust Company
Bank of America Corporation
Advisor Group Holdings
Stifel Financial
Commonwealth Equity Services
Kingsview Wealth Management

View all funds holding Ab Active Etfs