N.E.W. Advisory Services’s AB Short Duration High Yield ETF SYFI Stock Holding History

N.E.W. Advisory 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
2026 Q2	$277K	Buy	7,742 +115	+2%	+$4.11K	0.02%	196
2026 Q1	$271K	Buy	7,627 +37	+0.5%	+$1.32K	0.02%	190
2025 Q4	$273K	Buy	+7,590	New	+$273K	0.02%	178
2025 Q2	–	Sell	-14,000	Closed	-$498K	–	924
2025 Q1	$498K	Buy	14,000 +6,850	+96%	+$246K	0.04%	129
2024 Q4	$255K	Sell	7,150 -200	-3%	-$7.15K	0.02%	169
2024 Q3	$264K	Buy	+7,350	New	+$261K	0.03%	160

Other funds holding SYFI

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

N.E.W. Advisory Services's SYFI Position: Q2 2026 in Review

N.E.W. Advisory Services increased its AB Short Duration High Yield ETF (SYFI) stake by 1.5% in Q2 2026, buying an estimated $4.11K and bringing the position to 7,742 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #196.

N.E.W. Advisory Services first reported a position in SYFI in Q3 2024 and has held it in 6 quarters since. The position peaked at $498K in Q1 2025. 46 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

N.E.W. Advisory Services held 7,742 shares of AB Short Duration High Yield ETF worth $277K as of Q2 2026.
N.E.W. Advisory Services bought 115 AB Short Duration High Yield ETF shares in Q2 2026, an estimated $4.11K.
AB Short Duration High Yield ETF made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #196 holding.
N.E.W. Advisory Services first reported a position in AB Short Duration High Yield ETF in Q3 2024 and has held it in 6 quarters since.
N.E.W. Advisory Services's AB Short Duration High Yield ETF position peaked at $498K in Q1 2025.
46 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.