Cornerstone Wealth Management’s AB Short Duration High Yield ETF SYFI Stock Holding History

Cornerstone Wealth Management’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 Q3	$302K	Buy	8,644 +45	+0.5%	+$1.6K	0.01%	609
2026 Q2	$307K	Buy	8,599 +49	+0.6%	+$1.75K	0.01%	607
2026 Q1	$304K	Buy	8,550 +48	+0.6%	+$1.72K	0.02%	573
2025 Q4	$305K	Buy	8,502 +46	+0.5%	+$1.65K	0.02%	541
2025 Q3	$306K	Buy	8,456 +42	+0.5%	+$1.51K	0.02%	522
2025 Q2	$303K	Buy	8,414 +47	+0.6%	+$1.66K	0.02%	508
2025 Q1	$297K	Buy	8,367 +33	+0.4%	+$1.18K	0.02%	476
2024 Q4	$297K	Buy	8,334 +37	+0.4%	+$1.32K	0.02%	471
2024 Q3	$298K	Sell	8,297 -1,033	-11%	-$36.7K	0.02%	459
2024 Q2	$328K	Buy	+9,330	New	+$328K	0.03%	422

Other funds holding SYFI

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cornerstone Wealth Management's SYFI Position: Q3 2026 in Review

Cornerstone Wealth Management increased its AB Short Duration High Yield ETF (SYFI) stake by 0.52% in Q3 2026, buying an estimated $1.6K and bringing the position to 8,644 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #609.

Cornerstone Wealth Management first reported a position in SYFI in Q2 2024 and has held it in 10 quarters since. The position peaked at $328K in Q2 2024. 50 funds tracked by Wall St. Rank hold SYFI as of Q3 2026.

Cornerstone Wealth Management held 8,644 shares of AB Short Duration High Yield ETF worth $302K as of Q3 2026.
Cornerstone Wealth Management bought 45 AB Short Duration High Yield ETF shares in Q3 2026, an estimated $1.6K.
AB Short Duration High Yield ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #609 holding.
Cornerstone Wealth Management first reported a position in AB Short Duration High Yield ETF in Q2 2024 and has held it in 10 quarters since.
Cornerstone Wealth Management's AB Short Duration High Yield ETF position peaked at $328K in Q2 2024.
50 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.