Atria Wealth Solutions’s AB Short Duration High Yield ETF SYFI Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$773K	Sell	21,499 -153,490	-88%	-$5.43M	0.02%	743
2025 Q1	$6.22M	Buy	174,989 +3,809	+2%	+$137K	0.07%	276
2024 Q4	$6.12M	Buy	171,180 +5,245	+3%	+$188K	0.07%	302
2024 Q3	$5.97M	Buy	165,935 +13,312	+9%	+$472K	0.06%	300
2024 Q2	$5.36M	Buy	+152,623	New	+$5.36M	0.06%	323

Other funds holding SYFI

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WWMSC

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

Atria Wealth Solutions's SYFI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its AB Short Duration High Yield ETF (SYFI) stake by 88% in Q2 2025, selling an estimated $5.43M and leaving 21,499 shares worth $773K. The position accounts for 0.02% of the portfolio, ranked #743.

Atria Wealth Solutions first reported a position in SYFI in Q2 2024 and has held it in 5 quarters since. The position peaked at $6.22M in Q1 2025. 71 funds tracked by Wall St. Rank hold SYFI as of Q2 2025.

Atria Wealth Solutions held 21,499 shares of AB Short Duration High Yield ETF worth $773K as of Q2 2025.
Atria Wealth Solutions sold 153,490 AB Short Duration High Yield ETF shares in Q2 2025, an estimated $5.43M.
AB Short Duration High Yield ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #743 holding.
Atria Wealth Solutions first reported a position in AB Short Duration High Yield ETF in Q2 2024 and has held it in 5 quarters since.
Atria Wealth Solutions's AB Short Duration High Yield ETF position peaked at $6.22M in Q1 2025.
71 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.