Steward Partners Investment Advisory’s AB Short Duration High Yield ETF SYFI Stock Holding History

Steward Partners Investment Advisory’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
2025 Q4	–	Sell	-77,780	Closed	-$2.81M	–	4493
2025 Q3	$2.81M	Sell	77,780 -108	-0.1%	-$3.89K	0.02%	656
2025 Q2	$2.8M	Sell	77,888 -933	-1%	-$33K	0.02%	593
2025 Q1	$2.8M	Buy	78,821 +77,369	+5,328%	+$2.78M	0.02%	553
2024 Q4	$51.8K	Buy	1,452 +202	+16%	+$7.22K	﹤0.01%	2319
2024 Q3	$44.9K	Hold	1,250	–	–	﹤0.01%	2284
2024 Q2	$43.9K	Buy	+1,250	New	+$43.9K	﹤0.01%	2167

Other funds holding SYFI

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWMSC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's SYFI Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of AB Short Duration High Yield ETF (SYFI) in Q4 2025, closing a stake of 77,780 shares — an estimated $2.81M sold.

Steward Partners Investment Advisory first reported a position in SYFI in Q2 2024 and held it in 6 quarters. The position peaked at $2.81M in Q3 2025. 83 funds tracked by Wall St. Rank hold SYFI as of Q4 2025.

Steward Partners Investment Advisory reported no remaining AB Short Duration High Yield ETF position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 77,780 AB Short Duration High Yield ETF shares in Q4 2025, an estimated $2.81M.
Steward Partners Investment Advisory first reported a position in AB Short Duration High Yield ETF in Q2 2024 and held it in 6 quarters.
Steward Partners Investment Advisory's AB Short Duration High Yield ETF position peaked at $2.81M in Q3 2025.
83 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.