IHT Wealth Management, LLC YEAR AB ACTIVE ETFS INC

Ownership history in IHT Wealth Management, LLC  ·  13 quarters on record

AI Ownership Summary

IHT Wealth Management, LLC reported AB ACTIVE ETFS INC (YEAR) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.8% in 2026 Q1. The latest visible filing shows YEAR at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this YEAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IHT Wealth Management, LLC's position in AB ACTIVE ETFS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

YEAR was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IHT Wealth Management, LLC held YEAR — position size vs. price
% of Fund (quarterly)    YEAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 679,751 +258,318 +61.3% 0.80% $34.3M 2026-05-15 $50.31
2025 Q4 ADDED 421,433 +8,714 +2.1% 0.52% $21.3M 2026-02-17 $50.08
2025 Q3 ADDED 412,719 +70,484 +20.6% 0.53% $20.9M 2025-11-14 $49.54
2025 Q2 REDUCED 24.6% +1.1% 342,235 -111,401 -24.6% 0.48% $17.3M 2025-08-14 $49.04
2025 Q1 ADDED 453,636 +412,229 +995.6% 0.72% $23.0M 2025-05-15 $48.40
2024 Q4 ADDED 41,407 +16,280 +64.8% 0.07% $2.1M 2025-02-14 $47.85
2024 Q3 REDUCED 35.2% +0.7% 25,127 -13,645 -35.2% 0.04% $1.3M 2024-11-14 $47.26
2024 Q2 ADDED 38,772 +18,192 +88.4% 0.07% $2.0M 2024-08-14 $46.84
2024 Q1 ADDED 20,580 +16,465 +400.1% 0.04% $1.0M 2024-05-15 $46.04
2023 Q4 REDUCED 37.7% +1.2% 4,115 -2,492 -37.7% 0.01% $207K 2024-02-14 $45.44
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About IHT Wealth Management, LLC and YEAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has IHT Wealth Management, LLC reported owning YEAR?

IHT Wealth Management, LLC reported YEAR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported YEAR position in IHT Wealth Management, LLC's portfolio?

The largest reported portfolio weight for YEAR was 0.80% in 2026 Q1.

What is the latest reported YEAR position on this page?

The most recent filing on this page is 2026 Q1, when IHT Wealth Management, LLC reported 679,751 shares, equal to 0.80% of portfolio, with an estimated market value of $34.3M.

What does the chart on this YEAR ownership page compare?

The chart compares IHT Wealth Management, LLC's quarterly YEAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IHT Wealth Management, LLC time their YEAR position?

Based on 13F filing dates vs. subsequent YEAR price moves, IHT Wealth Management, LLC correctly timed 9 out of 12 reported position changes (75%). The annualised alpha on YEAR relative to SPY over the holding period was -14.6%.

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