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

Capital Investment Advisory Services’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	$1.73M	Sell	48,426 -926	-2%	-$33.1K	0.11%	204
2026 Q1	$1.75M	Sell	49,352 -1,878	-4%	-$67.2K	0.13%	170
2025 Q4	$1.84M	Sell	51,230 -869	-2%	-$31.2K	0.13%	164
2025 Q3	$1.88M	Sell	52,099 -6,466	-11%	-$233K	0.15%	156
2025 Q2	$2.11M	Sell	58,565 -11,148	-16%	-$394K	0.17%	137
2025 Q1	$2.48M	Buy	69,713 +5,144	+8%	+$185K	0.22%	105
2024 Q4	$2.3M	Buy	64,569 +11,392	+21%	+$407K	0.22%	106
2024 Q3	$1.91M	Buy	53,177 +5,723	+12%	+$203K	0.18%	127
2024 Q2	$1.67M	Buy	+47,454	New	+$1.67M	0.17%	125

Other funds holding SYFI

WWMSC

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

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFGM

Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM

KAS

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Capital Investment Advisory Services's SYFI Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its AB Short Duration High Yield ETF (SYFI) stake by 1.9% in Q2 2026, selling an estimated $33.1K and leaving 48,426 shares worth $1.73M. The position accounts for 0.11% of the portfolio, ranked #204.

Capital Investment Advisory Services first reported a position in SYFI in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.48M in Q1 2025. 24 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

Capital Investment Advisory Services held 48,426 shares of AB Short Duration High Yield ETF worth $1.73M as of Q2 2026.
Capital Investment Advisory Services sold 926 AB Short Duration High Yield ETF shares in Q2 2026, an estimated $33.1K.
AB Short Duration High Yield ETF made up 0.11% of Capital Investment Advisory Services's portfolio in Q2 2026, its #204 holding.
Capital Investment Advisory Services first reported a position in AB Short Duration High Yield ETF in Q2 2024 and has held it in 9 quarters since.
Capital Investment Advisory Services's AB Short Duration High Yield ETF position peaked at $2.48M in Q1 2025.
24 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.