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 Q2	$9.27M	Sell	259,476 -61,344	-19%	-$2.19M	0.15%	148
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 $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

Great Valley Advisor Group's SYFI Position: Q2 2026 in Review

Great Valley Advisor Group reduced its AB Short Duration High Yield ETF (SYFI) stake by 19% in Q2 2026, selling an estimated $2.19M and leaving 259,476 shares worth $9.27M. The position accounts for 0.15% of the portfolio, ranked #148.

Great Valley Advisor Group first reported a position in SYFI in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.4M in Q1 2026. 86 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

Great Valley Advisor Group held 259,476 shares of AB Short Duration High Yield ETF worth $9.27M as of Q2 2026.
Great Valley Advisor Group sold 61,344 AB Short Duration High Yield ETF shares in Q2 2026, an estimated $2.19M.
AB Short Duration High Yield ETF made up 0.15% of Great Valley Advisor Group's portfolio in Q2 2026, its #148 holding.
Great Valley Advisor Group first reported a position in AB Short Duration High Yield ETF in Q2 2024 and has held it in 9 quarters since.
Great Valley Advisor Group's AB Short Duration High Yield ETF position peaked at $11.4M in Q1 2026.
86 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.