Fermata Advisors »

Ab Active Etfs shares owned by Fermata Advisors

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

Historical chart of Fermata Advisors investment in Ab Active Etfs

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ab Active Etfs by Fermata Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $324k 6.4k 50.61
2024-12-31 $435k 8.6k 50.35
2024-09-30 $629k 12k 50.85
2024-06-30 $15M 291k 50.52

More positions owned by Fermata Advisors

Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Efficient Cor (NTSX)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Fermata Advisors

Top funds holding Ab Active Etfs

Alliancebernstein
LPL Financial
BOS Asset Management
Raymond James Financial
Wells Fargo & Company
Kensington Asset Management
IHT Wealth Management
Mariner Wealth Advisors
Private Advisor
Advisor Group Holdings
Branch Banking & Trust Company
Envestnet Asset Management
Ausdal Financial Partners
D.A. Davidson & Co.
Kestra Advisory Services

View all funds holding Ab Active Etfs