Carson Wealth (CWM LLC)’s AB Short Duration High Yield ETF SYFI Stock Holding History

Carson Wealth (CWM LLC)’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	$95.9K	Sell	2,700 -4,018	-60%	-$144K	﹤0.01%	3309
2025 Q4	$241K	Sell	6,718 -66,452	-91%	-$2.39M	﹤0.01%	2412
2025 Q3	$2.64M	Buy	73,170 +68,096	+1,342%	+$2.45M	0.01%	973
2025 Q2	$182K	Buy	5,074 +2,148	+73%	+$75.9K	﹤0.01%	2260
2025 Q1	$104K	Buy	+2,926	New	+$105K	﹤0.01%	2398

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 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

Carson Wealth (CWM LLC)'s SYFI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its AB Short Duration High Yield ETF (SYFI) stake by 60% in Q1 2026, selling an estimated $144K and leaving 2,700 shares worth $95.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3309.

Carson Wealth (CWM LLC) first reported a position in SYFI in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.64M in Q3 2025. 87 funds tracked by Wall St. Rank hold SYFI as of Q1 2026.

Carson Wealth (CWM LLC) held 2,700 shares of AB Short Duration High Yield ETF worth $95.9K as of Q1 2026.
Carson Wealth (CWM LLC) sold 4,018 AB Short Duration High Yield ETF shares in Q1 2026, an estimated $144K.
AB Short Duration High Yield ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3309 holding.
Carson Wealth (CWM LLC) first reported a position in AB Short Duration High Yield ETF in Q1 2025 and has held it in 5 quarters since.
Carson Wealth (CWM LLC)'s AB Short Duration High Yield ETF position peaked at $2.64M in Q3 2025.
87 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.