AWM
SYFI

Activest Wealth Management’s AB Short Duration High Yield ETF SYFI Stock Holding History

Activest Wealth Management’s Portfolio SYFI Stock Details SYFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,570
Closed -$55.8K – 1515
2026
Q1 		$55.8K Hold
1,570
– – 0.01% 310
2025
Q4 		$56.4K Hold
1,570
– – 0.01% 301
2025
Q3 		$56.7K Hold
1,570
– – 0.01% 248
2025
Q2 		$56.4K Hold
1,570
– – 0.01% 197
2025
Q1 		$55.8K Hold
1,570
– – 0.02% 187
2024
Q4 		$56K Hold
1,570
– – 0.02% 162
2024
Q3 		$56.4K Hold
1,570
– – 0.02% 160
2024
Q2 		$55.1K Buy
+1,570
New +$55.1K 0.02% 157

Other funds holding SYFI

WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFGM
Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Activest Wealth Management's SYFI Position: Q2 2026 in Review

Activest Wealth Management sold out of AB Short Duration High Yield ETF (SYFI) in Q2 2026, closing a stake of 1,570 shares — an estimated $55.8K sold.

Activest Wealth Management first reported a position in SYFI in Q2 2024 and held it in 8 quarters. The position peaked at $56.7K in Q3 2025. 15 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

  • Activest Wealth Management reported no remaining AB Short Duration High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 1,570 AB Short Duration High Yield ETF shares in Q2 2026, an estimated $55.8K.
  • Activest Wealth Management first reported a position in AB Short Duration High Yield ETF in Q2 2024 and held it in 8 quarters.
  • Activest Wealth Management's AB Short Duration High Yield ETF position peaked at $56.7K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.