SFWC
SYFI

Strategic Family Wealth Counselors’s AB Short Duration High Yield ETF SYFI Stock Holding History

Strategic Family Wealth Counselors’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
Q1 		– Sell
-5,554
Closed -$200K – 227
2025
Q4 		$200K Hold
5,554
– – 0.04% 214
2025
Q3 		$201K Buy
+5,554
New +$200K 0.05% 153

Other funds holding SYFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Strategic Family Wealth Counselors's SYFI Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of AB Short Duration High Yield ETF (SYFI) in Q1 2026, closing a stake of 5,554 shares — an estimated $200K sold.

Strategic Family Wealth Counselors first reported a position in SYFI in Q3 2025 and held it in 2 quarters. The position peaked at $201K in Q3 2025. 87 funds tracked by Wall St. Rank hold SYFI as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining AB Short Duration High Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 5,554 AB Short Duration High Yield ETF shares in Q1 2026, an estimated $200K.
  • Strategic Family Wealth Counselors first reported a position in AB Short Duration High Yield ETF in Q3 2025 and held it in 2 quarters.
  • Strategic Family Wealth Counselors's AB Short Duration High Yield ETF position peaked at $201K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.