AWS
SYFI

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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return