AE Wealth Management
SYFI icon

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

AE 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 		$9.6K Hold
269
– – ﹤0.01% 2393
2026
Q1 		$9.6K Buy
+269
New +$9.6K ﹤0.01% 2286

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

AE Wealth Management held its AB Short Duration High Yield ETF (SYFI) position steady in Q2 2026 at 269 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

AE Wealth Management first reported a position in SYFI in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

  • AE Wealth Management held 269 shares of AB Short Duration High Yield ETF worth $9.6K as of Q2 2026.
  • AE Wealth Management left its AB Short Duration High Yield ETF share count unchanged in Q2 2026.
  • AB Short Duration High Yield ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2393 holding.
  • AE Wealth Management first reported a position in AB Short Duration High Yield ETF in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.