WWMSC
SDFI

Wagner Wealth Management (South Carolina)’s AB Short Duration Income ETF SDFI Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio SDFI Stock Details SDFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$140K Buy
3,926
+646
+20% +$23K 0.03% 151
2026
Q1 		$117K Hold
3,280
– – 0.02% 152
2025
Q4 		$117K Buy
+3,280
New +$118K 0.03% 149

Other funds holding SDFI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BFG
Beto Financial Group Boise, Idaho $190M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SDFI Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its AB Short Duration Income ETF (SDFI) stake by 20% in Q2 2026, buying an estimated $23K and bringing the position to 3,926 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #151.

Wagner Wealth Management (South Carolina) first reported a position in SDFI in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold SDFI as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 3,926 shares of AB Short Duration Income ETF worth $140K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 646 AB Short Duration Income ETF shares in Q2 2026, an estimated $23K.
  • AB Short Duration Income ETF made up 0.03% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #151 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in AB Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held AB Short Duration Income ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.