KPWS
SYFI

Kestra Private Wealth Services’s AB Short Duration High Yield ETF SYFI Stock Holding History

Kestra Private Wealth 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
Q3 		– Sell
-6,110
Closed -$220K – 1766
2025
Q2 		$220K Buy
+6,110
New +$216K ﹤0.01% 1465

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kestra Private Wealth Services's SYFI Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of AB Short Duration High Yield ETF (SYFI) in Q3 2025, closing a stake of 6,110 shares — an estimated $220K sold.

Kestra Private Wealth Services first reported a position in SYFI in Q2 2025 and held it in 1 quarter. The position peaked at $220K in Q2 2025. 74 funds tracked by Wall St. Rank hold SYFI as of Q3 2025.

  • Kestra Private Wealth Services reported no remaining AB Short Duration High Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 6,110 AB Short Duration High Yield ETF shares in Q3 2025, an estimated $220K.
  • Kestra Private Wealth Services first reported a position in AB Short Duration High Yield ETF in Q2 2025 and held it in 1 quarter.
  • Kestra Private Wealth Services's AB Short Duration High Yield ETF position peaked at $220K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.