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 Q3	$9.49M	Buy	271,571 +17,008	+7%	+$604K	1.82%	14
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

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

Next Level Private's SYFI Position: Q3 2026 in Review

Next Level Private increased its AB Short Duration High Yield ETF (SYFI) stake by 6.7% in Q3 2026, buying an estimated $604K and bringing the position to 271,571 shares worth $9.49M. The position accounts for 1.82% of the portfolio, ranked #14.

Next Level Private first reported a position in SYFI in Q2 2025 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold SYFI as of Q3 2026.

Next Level Private held 271,571 shares of AB Short Duration High Yield ETF worth $9.49M as of Q3 2026.
Next Level Private bought 17,008 AB Short Duration High Yield ETF shares in Q3 2026, an estimated $604K.
AB Short Duration High Yield ETF made up 1.82% of Next Level Private's portfolio in Q3 2026, its #14 holding.
Next Level Private first reported a position in AB Short Duration High Yield ETF in Q2 2025 and has held it in 6 quarters since.
41 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.