HBW
SYFI

Hazlett, Burt & Watson’s AB Short Duration High Yield ETF SYFI Stock Holding History

Hazlett, Burt & Watson’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 		$31K Hold
889
– – 0.01% 538
2026
Q1 		$31K Hold
889
– – 0.01% 531
2025
Q4 		$31K Buy
889
+767
+629% +$27.5K 0.01% 532
2025
Q3 		$4K Hold
122
– – ﹤0.01% 768
2025
Q2 		$4K Hold
122
– – ﹤0.01% 690
2025
Q1 		$4K Buy
+122
New +$4.38K ﹤0.01% 679

Other funds holding SYFI

WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
HA
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

Hazlett, Burt & Watson's SYFI Position: Q2 2026 in Review

Hazlett, Burt & Watson held its AB Short Duration High Yield ETF (SYFI) position steady in Q2 2026 at 889 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #538.

Hazlett, Burt & Watson first reported a position in SYFI in Q1 2025 and has held it in 6 quarters since. 46 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

  • Hazlett, Burt & Watson held 889 shares of AB Short Duration High Yield ETF worth $31K as of Q2 2026.
  • Hazlett, Burt & Watson left its AB Short Duration High Yield ETF share count unchanged in Q2 2026.
  • AB Short Duration High Yield ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #538 holding.
  • Hazlett, Burt & Watson first reported a position in AB Short Duration High Yield ETF in Q1 2025 and has held it in 6 quarters since.
  • 46 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.