Avantax Advisory Services’s AB Short Duration High Yield ETF SYFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.88M Sell
80,123
-12,394
-13% -$438K 0.02% 635
2025
Q1
$3.29M Sell
92,517
-2,099
-2% -$75.3K 0.02% 549
2024
Q4
$3.37M Sell
94,616
-3,941
-4% -$141K 0.02% 521
2024
Q3
$3.54M Sell
98,557
-1,263
-1% -$44.8K 0.02% 494
2024
Q2
$3.5M Buy
+99,820
New +$3.5M 0.03% 481

Other funds holding SYFI

Avantax Advisory Services's SYFI Position: Q2 2025 in Review

Avantax Advisory Services reduced its AB Short Duration High Yield ETF (SYFI) stake by 13% in Q2 2025, selling an estimated $438K and leaving 80,123 shares worth $2.88M. The position accounts for 0.02% of the portfolio, ranked #635.

Avantax Advisory Services first reported a position in SYFI in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.54M in Q3 2024. 71 funds tracked by Wall St. Rank hold SYFI as of Q2 2025.

  • Avantax Advisory Services held 80,123 shares of AB Short Duration High Yield ETF worth $2.88M as of Q2 2025.
  • Avantax Advisory Services sold 12,394 AB Short Duration High Yield ETF shares in Q2 2025, an estimated $438K.
  • AB Short Duration High Yield ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #635 holding.
  • Avantax Advisory Services first reported a position in AB Short Duration High Yield ETF in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's AB Short Duration High Yield ETF position peaked at $3.54M in Q3 2024.
  • 71 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.