Envestnet Asset Management’s AB Short Duration High Yield ETF SYFI Stock Holding History

Envestnet Asset 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	$4.34M	Buy	121,524 +120	+0.1%	+$4.29K	﹤0.01%	2570
2026 Q1	$4.31M	Sell	121,404 -453	-0.4%	-$16.2K	﹤0.01%	2424
2025 Q4	$4.38M	Buy	121,857 +18,734	+18%	+$673K	﹤0.01%	2275
2025 Q3	$3.73M	Sell	103,123 -5,493	-5%	-$198K	﹤0.01%	2457
2025 Q2	$3.91M	Sell	108,616 -15,056	-12%	-$532K	﹤0.01%	2361
2025 Q1	$4.4M	Sell	123,672 -1,345	-1%	-$48.3K	﹤0.01%	2217
2024 Q4	$4.46M	Buy	125,017 +12,573	+11%	+$450K	﹤0.01%	2177
2024 Q3	$4.04M	Sell	112,444 -3,371	-3%	-$120K	﹤0.01%	2242
2024 Q2	$4.07M	Buy	+115,815	New	+$4.07M	﹤0.01%	2167

Other funds holding SYFI

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWMSC

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management's SYFI Position: Q2 2026 in Review

Envestnet Asset Management increased its AB Short Duration High Yield ETF (SYFI) stake by 0.1% in Q2 2026, buying an estimated $4.29K and bringing the position to 121,524 shares worth $4.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2570.

Envestnet Asset Management first reported a position in SYFI in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.46M in Q4 2024. 86 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

Envestnet Asset Management held 121,524 shares of AB Short Duration High Yield ETF worth $4.34M as of Q2 2026.
Envestnet Asset Management bought 120 AB Short Duration High Yield ETF shares in Q2 2026, an estimated $4.29K.
AB Short Duration High Yield ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2570 holding.
Envestnet Asset Management first reported a position in AB Short Duration High Yield ETF in Q2 2024 and has held it in 9 quarters since.
Envestnet Asset Management's AB Short Duration High Yield ETF position peaked at $4.46M in Q4 2024.
86 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.