NewEdge Advisors’s AB Short Duration High Yield ETF SYFI Stock Holding History

NewEdge Advisors’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	$34.2M	Buy	957,335 +21,326	+2%	+$762K	0.1%	199
2026 Q1	$33.2M	Buy	936,009 +193,690	+26%	+$6.93M	0.12%	173
2025 Q4	$26.7M	Buy	742,319 +41,698	+6%	+$1.5M	0.1%	197
2025 Q3	$25.3M	Buy	700,621 +13,385	+2%	+$482K	0.12%	171
2025 Q2	$24.7M	Sell	687,236 -47,010	-6%	-$1.66M	0.13%	157
2025 Q1	$26.1M	Buy	734,246 +57,777	+9%	+$2.07M	0.16%	134
2024 Q4	$24.1M	Buy	676,469 +39,295	+6%	+$1.41M	0.15%	151
2024 Q3	$22.9M	Buy	637,174 +77,154	+14%	+$2.74M	0.15%	148
2024 Q2	$19.7M	Buy	+560,020	New	+$19.7M	0.14%	145

Other funds holding SYFI

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWMSC

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NewEdge Advisors's SYFI Position: Q2 2026 in Review

NewEdge Advisors increased its AB Short Duration High Yield ETF (SYFI) stake by 2.3% in Q2 2026, buying an estimated $762K and bringing the position to 957,335 shares worth $34.2M. The position accounts for 0.1% of the portfolio, ranked #199.

NewEdge Advisors first reported a position in SYFI in Q2 2024 and has held it in 9 quarters since. 86 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

NewEdge Advisors held 957,335 shares of AB Short Duration High Yield ETF worth $34.2M as of Q2 2026.
NewEdge Advisors bought 21,326 AB Short Duration High Yield ETF shares in Q2 2026, an estimated $762K.
AB Short Duration High Yield ETF made up 0.1% of NewEdge Advisors's portfolio in Q2 2026, its #199 holding.
NewEdge Advisors first reported a position in AB Short Duration High Yield ETF in Q2 2024 and has held it in 9 quarters since.
86 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.