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

LPL Financial’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 Q3	$52M	Buy	1,488,707 +146,911	+11%	+$5.22M	0.01%	1016
2026 Q2	$47.9M	Buy	1,341,796 +36,438	+3%	+$1.3M	0.01%	1027
2026 Q1	$46.4M	Buy	1,305,358 +139,035	+12%	+$4.98M	0.01%	959
2025 Q4	$41.9M	Buy	1,166,323 +20,708	+2%	+$744K	0.01%	963
2025 Q3	$41.4M	Buy	1,145,615 +383,268	+50%	+$13.8M	0.01%	936
2025 Q2	$27.4M	Buy	762,347 +108,348	+17%	+$3.83M	0.01%	1060
2025 Q1	$23.2M	Sell	653,999 -1,307,047	-67%	-$46.9M	0.01%	1062
2024 Q4	$70M	Buy	1,961,046 +55,857	+3%	+$2M	0.03%	506
2024 Q3	$68.5M	Buy	1,905,189 +30,252	+2%	+$1.07M	0.03%	499
2024 Q2	$65.8M	Buy	+1,874,937	New	+$65.8M	0.03%	479

Other funds holding SYFI

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $143M AUM 7.16% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial's SYFI Position: Q3 2026 in Review

LPL Financial increased its AB Short Duration High Yield ETF (SYFI) stake by 11% in Q3 2026, buying an estimated $5.22M and bringing the position to 1,488,707 shares worth $52M. The position accounts for 0.01% of the portfolio, ranked #1016.

LPL Financial first reported a position in SYFI in Q2 2024 and has held it in 10 quarters since. The position peaked at $70M in Q4 2024. 41 funds tracked by Wall St. Rank hold SYFI as of Q3 2026.

LPL Financial held 1,488,707 shares of AB Short Duration High Yield ETF worth $52M as of Q3 2026.
LPL Financial bought 146,911 AB Short Duration High Yield ETF shares in Q3 2026, an estimated $5.22M.
AB Short Duration High Yield ETF made up 0.01% of LPL Financial's portfolio in Q3 2026, its #1016 holding.
LPL Financial first reported a position in AB Short Duration High Yield ETF in Q2 2024 and has held it in 10 quarters since.
LPL Financial's AB Short Duration High Yield ETF position peaked at $70M in Q4 2024.
41 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.