Root Financial Partners’s AB Short Duration High Yield ETF SYFI Stock Holding History

Root Financial Partners’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	$28.5K	Buy	+815	New	+$29K	﹤0.01%	1367

Other funds holding SYFI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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

Root Financial Partners's SYFI Position: Q3 2026 in Review

Root Financial Partners opened a new position in AB Short Duration High Yield ETF (SYFI) in Q3 2026: 815 shares worth $28.5K. The stake represents ﹤0.01% of the portfolio and ranks #1367 among its holdings.

74 funds tracked by Wall St. Rank hold SYFI as of Q3 2026.

Root Financial Partners held 815 shares of AB Short Duration High Yield ETF worth $28.5K as of Q3 2026.
AB Short Duration High Yield ETF was a new Root Financial Partners position in Q3 2026.
AB Short Duration High Yield ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1367 holding.
74 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.