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

Alterna 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	-14,149	Closed	-$503K	–	124
2026 Q1	$503K	Hold	14,149	–	–	0.38%	58
2025 Q4	$508K	Sell	14,149 -1,059	-7%	-$38K	0.42%	61
2025 Q3	$549K	Sell	15,208 -15,042	-50%	-$541K	0.45%	55
2025 Q2	$1.09M	Hold	30,250	–	–	0.87%	31
2025 Q1	$1.08M	Hold	30,250	–	–	0.82%	32
2024 Q4	$1.08M	Sell	30,250 -3,956	-12%	-$141K	0.91%	29
2024 Q3	$1.23M	Buy	34,206 +453	+1%	+$16.1K	1.1%	24
2024 Q2	$1.19M	Buy	+33,753	New	+$1.19M	1.04%	27

Other funds holding SYFI

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return

SWIA

Solano Wealth Investment Advisors Fairfield, California $220M AUM 20.01% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

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

Alterna Wealth Management sold out of AB Short Duration High Yield ETF (SYFI) in Q2 2026, closing a stake of 14,149 shares — an estimated $503K sold.

Alterna Wealth Management first reported a position in SYFI in Q2 2024 and held it in 8 quarters. The position peaked at $1.23M in Q3 2024. 46 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

Alterna Wealth Management reported no remaining AB Short Duration High Yield ETF position as of Q2 2026 after selling out during the quarter.
Alterna Wealth Management sold 14,149 AB Short Duration High Yield ETF shares in Q2 2026, an estimated $503K.
Alterna Wealth Management first reported a position in AB Short Duration High Yield ETF in Q2 2024 and held it in 8 quarters.
Alterna Wealth Management's AB Short Duration High Yield ETF position peaked at $1.23M in Q3 2024.
46 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

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