PWM
SYFI

PMG Wealth Management’s AB Short Duration High Yield ETF SYFI Stock Holding History

PMG Wealth Management’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 		$523K Sell
14,700
-800
-5% -$28.6K 0.32% 43
2026
Q1 		$548K Sell
15,500
-1,600
-9% -$57.3K 0.4% 40
2025
Q4 		$614K Hold
17,100
– – 0.45% 35
2025
Q3 		$615K Buy
+17,100
New +$615K 0.47% 34

Other funds holding SYFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PMG Wealth Management's SYFI Position: Q2 2026 in Review

PMG Wealth Management reduced its AB Short Duration High Yield ETF (SYFI) stake by 5.2% in Q2 2026, selling an estimated $28.6K and leaving 14,700 shares worth $523K. The position accounts for 0.32% of the portfolio, ranked #43.

PMG Wealth Management first reported a position in SYFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $615K in Q3 2025. 86 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

  • PMG Wealth Management held 14,700 shares of AB Short Duration High Yield ETF worth $523K as of Q2 2026.
  • PMG Wealth Management sold 800 AB Short Duration High Yield ETF shares in Q2 2026, an estimated $28.6K.
  • AB Short Duration High Yield ETF made up 0.32% of PMG Wealth Management's portfolio in Q2 2026, its #43 holding.
  • PMG Wealth Management first reported a position in AB Short Duration High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • PMG Wealth Management's AB Short Duration High Yield ETF position peaked at $615K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

Based on PMG Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.