Great Valley Advisor Group’s AB Short Duration High Yield ETF SYFI Stock Holding History

Great Valley Advisor Group’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 Q1	$11.4M	Buy	320,820 +18,768	+6%	+$672K	0.21%	110
2025 Q4	$10.9M	Buy	302,052 +41,900	+16%	+$1.5M	0.21%	103
2025 Q3	$9.4M	Buy	260,152 +13,554	+5%	+$488K	0.19%	120
2025 Q2	$8.87M	Buy	246,598 +6,824	+3%	+$241K	0.2%	114
2025 Q1	$8.52M	Buy	239,774 +19,621	+9%	+$704K	0.18%	127
2024 Q4	$7.85M	Buy	220,153 +73,526	+50%	+$2.63M	0.18%	127
2024 Q3	$5.27M	Buy	146,627 +41,745	+40%	+$1.48M	0.13%	161
2024 Q2	$3.68M	Buy	+104,882	New	+$3.68M	0.1%	209

Other funds holding SYFI

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Great Valley Advisor Group's SYFI Position: Q1 2026 in Review

Great Valley Advisor Group increased its AB Short Duration High Yield ETF (SYFI) stake by 6.2% in Q1 2026, buying an estimated $672K and bringing the position to 320,820 shares worth $11.4M. The position accounts for 0.21% of the portfolio, ranked #110.

Great Valley Advisor Group first reported a position in SYFI in Q2 2024 and has held it in 8 quarters since. 87 funds tracked by Wall St. Rank hold SYFI as of Q1 2026.

Great Valley Advisor Group held 320,820 shares of AB Short Duration High Yield ETF worth $11.4M as of Q1 2026.
Great Valley Advisor Group bought 18,768 AB Short Duration High Yield ETF shares in Q1 2026, an estimated $672K.
AB Short Duration High Yield ETF made up 0.21% of Great Valley Advisor Group's portfolio in Q1 2026, its #110 holding.
Great Valley Advisor Group first reported a position in AB Short Duration High Yield ETF in Q2 2024 and has held it in 8 quarters since.
87 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.