Wagner Wealth Management (South Carolina)’s AB Short Duration High Yield ETF SYFI Stock Holding History

Wagner Wealth Management (South Carolina)’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	$44.4M	Buy	1,243,510 +5,364	+0.4%	+$192K	8.22%	2
2026 Q1	$44M	Buy	1,238,146 +111,191	+10%	+$3.98M	8.88%	1
2025 Q4	$40.5M	Buy	1,126,955 +277,538	+33%	+$9.97M	8.61%	1
2025 Q3	$30.7M	Buy	849,417 +377,831	+80%	+$13.6M	7.12%	2
2025 Q2	$17M	Sell	471,586 -16,895	-3%	-$597K	3.87%	8
2025 Q1	$17.4M	Buy	+488,481	New	+$17.5M	4.33%	7

Other funds holding SYFI

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Wagner Wealth Management (South Carolina) increased its AB Short Duration High Yield ETF (SYFI) stake by 0.43% in Q2 2026, buying an estimated $192K and bringing the position to 1,243,510 shares worth $44.4M. The position accounts for 8.22% of the portfolio, ranked #2.

Wagner Wealth Management (South Carolina) first reported a position in SYFI in Q1 2025 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

Wagner Wealth Management (South Carolina) held 1,243,510 shares of AB Short Duration High Yield ETF worth $44.4M as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 5,364 AB Short Duration High Yield ETF shares in Q2 2026, an estimated $192K.
AB Short Duration High Yield ETF made up 8.22% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #2 holding.
Wagner Wealth Management (South Carolina) first reported a position in AB Short Duration High Yield ETF in Q1 2025 and has held it in 6 quarters since.
86 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

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