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 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 $309B AUM 23.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWMSC

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Arkadios Wealth Advisors's SYFI Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its AB Short Duration High Yield ETF (SYFI) stake by 1,700% in Q1 2026, buying an estimated $44M and bringing the position to 1,299,942 shares worth $46.2M. The position accounts for 0.75% of the portfolio, ranked #16.

Arkadios Wealth Advisors first reported a position in SYFI in Q1 2025 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold SYFI as of Q1 2026.

Arkadios Wealth Advisors held 1,299,942 shares of AB Short Duration High Yield ETF worth $46.2M as of Q1 2026.
Arkadios Wealth Advisors bought 1,227,733 AB Short Duration High Yield ETF shares in Q1 2026, an estimated $44M.
AB Short Duration High Yield ETF made up 0.75% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #16 holding.
Arkadios Wealth Advisors first reported a position in AB Short Duration High Yield ETF in Q1 2025 and has held it in 5 quarters since.
87 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.