Next Level Private’s AB Short Duration High Yield ETF SYFI Stock Holding History

Next Level Private’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	$9.09M	Buy	254,563 +15,727	+7%	+$562K	1.78%	15
2026 Q1	$8.48M	Buy	238,836 +192,484	+415%	+$6.89M	1.92%	13
2025 Q4	$1.67M	Buy	46,352 +17,601	+61%	+$632K	0.44%	52
2025 Q3	$1.03M	Buy	28,751 +16,366	+132%	+$589K	0.3%	60
2025 Q2	$445K	Buy	+12,385	New	+$438K	0.14%	98

Other funds holding SYFI

WWMSC

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFGM

Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM

KAS

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return

Next Level Private's SYFI Position: Q2 2026 in Review

Next Level Private increased its AB Short Duration High Yield ETF (SYFI) stake by 6.6% in Q2 2026, buying an estimated $562K and bringing the position to 254,563 shares worth $9.09M. The position accounts for 1.78% of the portfolio, ranked #15.

Next Level Private first reported a position in SYFI in Q2 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

Next Level Private held 254,563 shares of AB Short Duration High Yield ETF worth $9.09M as of Q2 2026.
Next Level Private bought 15,727 AB Short Duration High Yield ETF shares in Q2 2026, an estimated $562K.
AB Short Duration High Yield ETF made up 1.78% of Next Level Private's portfolio in Q2 2026, its #15 holding.
Next Level Private first reported a position in AB Short Duration High Yield ETF in Q2 2025 and has held it in 5 quarters since.
15 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.