Wealth Enhancement Advisory Services
SYFI

Wealth Enhancement Advisory Services’s AB Short Duration High Yield ETF SYFI Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.83M Sell
107,577
-159,911
-60% -$5.71M 0.01% 1170
2026
Q1 		$9.47M Sell
267,488
-36,715
-12% -$1.31M 0.02% 604
2025
Q4 		$10.9M Buy
304,203
+2,409
+0.8% +$86.5K 0.01% 663
2025
Q3 		$10.8M Sell
301,794
-1,114
-0.4% -$40.1K 0.02% 627
2025
Q2 		$10.9M Buy
302,908
+218,596
+259% +$7.73M 0.02% 602
2025
Q1 		$3M Buy
84,312
+8,158
+11% +$293K 0.01% 1039
2024
Q4 		$2.72M Buy
+76,154
New +$2.72M 0.01% 1039

Other funds holding SYFI

WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return
SWIA
Solano Wealth Investment Advisors Fairfield, California $220M AUM 20.01% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

Wealth Enhancement Advisory Services's SYFI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its AB Short Duration High Yield ETF (SYFI) stake by 60% in Q2 2026, selling an estimated $5.71M and leaving 107,577 shares worth $3.83M. The position accounts for 0.01% of the portfolio, ranked #1170.

Wealth Enhancement Advisory Services first reported a position in SYFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.9M in Q4 2025. 37 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 107,577 shares of AB Short Duration High Yield ETF worth $3.83M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 159,911 AB Short Duration High Yield ETF shares in Q2 2026, an estimated $5.71M.
  • AB Short Duration High Yield ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1170 holding.
  • Wealth Enhancement Advisory Services first reported a position in AB Short Duration High Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's AB Short Duration High Yield ETF position peaked at $10.9M in Q4 2025.
  • 37 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.