HFS
SYFI

Howard Financial Services’s AB Short Duration High Yield ETF SYFI Stock Holding History

Howard Financial Services’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
-8,671
Closed -$309K – 198
2024
Q4 		$309K Buy
+8,671
New +$310K 0.04% 143

Other funds holding SYFI

AllianceBernstein
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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

Howard Financial Services's SYFI Position: Q1 2025 in Review

Howard Financial Services sold out of AB Short Duration High Yield ETF (SYFI) in Q1 2025, closing a stake of 8,671 shares — an estimated $309K sold.

Howard Financial Services first reported a position in SYFI in Q4 2024 and held it in 1 quarter. The position peaked at $309K in Q4 2024. 63 funds tracked by Wall St. Rank hold SYFI as of Q1 2025.

  • Howard Financial Services reported no remaining AB Short Duration High Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Howard Financial Services sold 8,671 AB Short Duration High Yield ETF shares in Q1 2025, an estimated $309K.
  • Howard Financial Services first reported a position in AB Short Duration High Yield ETF in Q4 2024 and held it in 1 quarter.
  • Howard Financial Services's AB Short Duration High Yield ETF position peaked at $309K in Q4 2024.
  • 63 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q1 2025.

Based on Howard Financial Services's 13F filing for Q1 2025, filed 7 Apr 2025.