Wagner Wealth Management, LLC YEAR — AB ACTIVE ETFS INC

Ownership history in Wagner Wealth Management, LLC  ·  8 quarters on record

AI Ownership Summary

Wagner Wealth Management, LLC reported AB ACTIVE ETFS INC (YEAR) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 9.16% in 2025 Q2. The latest visible filing shows YEAR at 0.23% 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.

What this YEAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wagner 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 Q2

YEAR was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.16% in 2025 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

YEAR stock page Wagner Wealth Management, LLC fund profile Wagner Wealth Management, LLC full holdings
How Wagner 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 24,394 +21,882 +871.1% 0.23% $1.2M 2026-07-24 $nan
2026 Q1 REDUCED 99.7% +0.7% ❌ 2,512 -790,777 -99.7% 0.03% $127K 2026-04-24 $49.97
2025 Q2 ADDED — — — 793,289 +785,342 +9882.2% 9.16% $40.2M 2025-07-17 $48.48
2025 Q1 UNCHANGED — — — 7,947 — 0% 0.10% $402K 2025-04-18 $48.01
2024 Q4 UNCHANGED — — — 7,947 — 0% 0.10% $400K 2025-01-29 $47.45
2024 Q3 UNCHANGED — — — 7,947 — 0% 0.11% $404K 2024-10-11 $46.92
2024 Q2 REDUCED 60.2% +1.9% ❌ 7,947 -12,023 -60.2% 0.12% $401K 2024-07-18 $46.22
2024 Q1 INITIATED — — — 19,970 — — 0.31% $1.0M 2024-04-23 $45.51

🏢 Other funds also holding YEAR

As of 2026 Q2 — sorted by position size

BOS Asset Management, LLC 3Y 11.02% Welch Financial Planning, LLC 0.96% Tortuga Wealth Management, Inc 0.72% TME FINANCIAL, INC. 0.59% Cooper Financial Group 3Y 7Y 0.3% ENCOMPASS WEALTH ADVISORS, LLC 3Y 0.21% Next Level Private LLC 3Y 0.09% FLAGSHIP HARBOR ADVISORS, LLC 3Y 7Y 0.08% D.A. DAVIDSON & CO. 3Y 7Y 0.08% Ellsworth Advisors, LLC 3Y 0.05%

FAQ About Wagner 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 Wagner Wealth Management, LLC reported owning YEAR?

Wagner Wealth Management, LLC reported YEAR across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for YEAR was 9.16% in 2025 Q2.

What is the latest reported YEAR position on this page?

The most recent filing on this page is 2026 Q2, when Wagner Wealth Management, LLC reported 24,394 shares, equal to 0.23% of portfolio, with an estimated market value of $1.2M.

What does the chart on this YEAR ownership page compare?

The chart compares Wagner 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 Wagner Wealth Management, LLC time their YEAR position?

Based on 13F filing dates vs. subsequent YEAR price moves, Wagner Wealth Management, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on YEAR relative to SPY over the holding period was -12.8%.

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