Envestnet Portfolio Solutions’s AB Short Duration High Yield ETF SYFI Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q2	–	Sell	-6,387	Closed	-$227K	–	1661
2025 Q1	$227K	Sell	6,387 -119	-2%	-$4.27K	﹤0.01%	1434
2024 Q4	$232K	Buy	6,506 +282	+5%	+$10.1K	﹤0.01%	1620
2024 Q3	$224K	Buy	6,224 +177	+3%	+$6.28K	﹤0.01%	1586
2024 Q2	$212K	Buy	+6,047	New	+$212K	﹤0.01%	1555

Other funds holding SYFI

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WWMSC

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

Envestnet Portfolio Solutions's SYFI Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of AB Short Duration High Yield ETF (SYFI) in Q2 2025, closing a stake of 6,387 shares — an estimated $227K sold.

Envestnet Portfolio Solutions first reported a position in SYFI in Q2 2024 and held it in 4 quarters. The position peaked at $232K in Q4 2024. 71 funds tracked by Wall St. Rank hold SYFI as of Q2 2025.

Envestnet Portfolio Solutions reported no remaining AB Short Duration High Yield ETF position as of Q2 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 6,387 AB Short Duration High Yield ETF shares in Q2 2025, an estimated $227K.
Envestnet Portfolio Solutions first reported a position in AB Short Duration High Yield ETF in Q2 2024 and held it in 4 quarters.
Envestnet Portfolio Solutions's AB Short Duration High Yield ETF position peaked at $232K in Q4 2024.
71 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.