Arkadios Wealth Advisors’s AB Short Duration High Yield ETF SYFI Stock Holding History

Arkadios Wealth Advisors’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	$2.63M	Sell	73,641 -1,226,301	-94%	-$43.8M	0.04%	436
2026 Q1	$46.2M	Buy	1,299,942 +1,227,733	+1,700%	+$44M	0.75%	16
2025 Q4	$2.59M	Buy	72,209 +2,117	+3%	+$76K	0.05%	372
2025 Q3	$2.53M	Sell	70,092 -5,672	-7%	-$204K	0.06%	338
2025 Q2	$2.72M	Sell	75,764 -17,610	-19%	-$622K	0.08%	267
2025 Q1	$3.32M	Buy	+93,374	New	+$3.35M	0.13%	189

Other funds holding SYFI

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWMSC

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Arkadios Wealth Advisors's SYFI Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its AB Short Duration High Yield ETF (SYFI) stake by 94% in Q2 2026, selling an estimated $43.8M and leaving 73,641 shares worth $2.63M. The position accounts for 0.04% of the portfolio, ranked #436.

Arkadios Wealth Advisors first reported a position in SYFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $46.2M in Q1 2026. 86 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

Arkadios Wealth Advisors held 73,641 shares of AB Short Duration High Yield ETF worth $2.63M as of Q2 2026.
Arkadios Wealth Advisors sold 1,226,301 AB Short Duration High Yield ETF shares in Q2 2026, an estimated $43.8M.
AB Short Duration High Yield ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #436 holding.
Arkadios Wealth Advisors first reported a position in AB Short Duration High Yield ETF in Q1 2025 and has held it in 6 quarters since.
Arkadios Wealth Advisors's AB Short Duration High Yield ETF position peaked at $46.2M in Q1 2026.
86 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.