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 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%	+$1.19K	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

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

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

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Cornerstone Wealth Management's SYFI Position: Q2 2026 in Review

Cornerstone Wealth Management increased its AB Short Duration High Yield ETF (SYFI) stake by 0.57% in Q2 2026, buying an estimated $1.75K and bringing the position to 8,599 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #607.

Cornerstone Wealth Management first reported a position in SYFI in Q2 2024 and has held it in 9 quarters since. The position peaked at $328K in Q2 2024. 15 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

Cornerstone Wealth Management held 8,599 shares of AB Short Duration High Yield ETF worth $307K as of Q2 2026.
Cornerstone Wealth Management bought 49 AB Short Duration High Yield ETF shares in Q2 2026, an estimated $1.75K.
AB Short Duration High Yield ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #607 holding.
Cornerstone Wealth Management first reported a position in AB Short Duration High Yield ETF in Q2 2024 and has held it in 9 quarters since.
Cornerstone Wealth Management's AB Short Duration High Yield ETF position peaked at $328K in Q2 2024.
15 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.