EverSource Wealth Advisors’s AB Short Duration High Yield ETF SYFI Stock Holding History

EverSource Wealth Advisors’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	$2.04M	Buy	57,057 +13,097	+30%	+$468K	0.07%	215
2026 Q1	$1.56M	Sell	43,960 -1,894	-4%	-$67.8K	0.05%	272
2025 Q4	$1.65M	Buy	45,854 +934	+2%	+$33.5K	0.06%	228
2025 Q3	$1.62M	Buy	44,920 +8,733	+24%	+$314K	0.06%	205
2025 Q2	$1.3M	Sell	36,187 -8,874	-20%	-$314K	0.06%	222
2025 Q1	$1.6M	Buy	45,061 +20,326	+82%	+$730K	0.09%	180
2024 Q4	$882K	Buy	+24,735	New	+$885K	0.05%	261

Other funds holding SYFI

WWMSC

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

Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return

SWIA

Solano Wealth Investment Advisors Fairfield, California $220M AUM 20.01% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

EverSource Wealth Advisors's SYFI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its AB Short Duration High Yield ETF (SYFI) stake by 30% in Q2 2026, buying an estimated $468K and bringing the position to 57,057 shares worth $2.04M. The position accounts for 0.07% of the portfolio, ranked #215.

EverSource Wealth Advisors first reported a position in SYFI in Q4 2024 and has held it in 7 quarters since. 46 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

EverSource Wealth Advisors held 57,057 shares of AB Short Duration High Yield ETF worth $2.04M as of Q2 2026.
EverSource Wealth Advisors bought 13,097 AB Short Duration High Yield ETF shares in Q2 2026, an estimated $468K.
AB Short Duration High Yield ETF made up 0.07% of EverSource Wealth Advisors's portfolio in Q2 2026, its #215 holding.
EverSource Wealth Advisors first reported a position in AB Short Duration High Yield ETF in Q4 2024 and has held it in 7 quarters since.
46 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.