GWP
SYFI

Gateway Wealth Partners’s AB Short Duration High Yield ETF SYFI Stock Holding History

Gateway Wealth Partners’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
Q1 		– Sell
-36,553
Closed -$1.3M – 330
2024
Q4 		$1.3M Sell
36,553
-8,391
-19% -$300K 0.34% 71
2024
Q3 		$1.62M Sell
44,944
-12,123
-21% -$430K 0.45% 57
2024
Q2 		$2M Buy
+57,067
New +$2M 0.61% 43

Other funds holding SYFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gateway Wealth Partners's SYFI Position: Q1 2025 in Review

Gateway Wealth Partners sold out of AB Short Duration High Yield ETF (SYFI) in Q1 2025, closing a stake of 36,553 shares — an estimated $1.3M sold.

Gateway Wealth Partners first reported a position in SYFI in Q2 2024 and held it in 3 quarters. The position peaked at $2M in Q2 2024. 63 funds tracked by Wall St. Rank hold SYFI as of Q1 2025.

  • Gateway Wealth Partners reported no remaining AB Short Duration High Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Gateway Wealth Partners sold 36,553 AB Short Duration High Yield ETF shares in Q1 2025, an estimated $1.3M.
  • Gateway Wealth Partners first reported a position in AB Short Duration High Yield ETF in Q2 2024 and held it in 3 quarters.
  • Gateway Wealth Partners's AB Short Duration High Yield ETF position peaked at $2M in Q2 2024.
  • 63 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q1 2025.

Based on Gateway Wealth Partners's 13F filing for Q1 2025, filed 1 May 2025.