WIM
SYFI

Westside Investment Management’s AB Short Duration High Yield ETF SYFI Stock Holding History

Westside Investment Management’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 		$41.6K Hold
1,164
– – 0.01% 656
2026
Q1 		$41.3K Hold
1,164
– – 0.01% 628
2025
Q4 		$41.8K Hold
1,164
– – 0.01% 599
2025
Q3 		$42.1K Hold
1,164
– – 0.01% 599
2025
Q2 		$41.8K Hold
1,164
– – 0.01% 484
2025
Q1 		$41.4K Hold
1,164
– – 0.01% 427
2024
Q4 		$41.5K Hold
1,164
– – 0.01% 430
2024
Q3 		$41.8K Hold
1,164
– – 0.01% 428
2024
Q2 		$40.9K Buy
+1,164
New +$40.9K 0.01% 415

Other funds holding SYFI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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 22.96% 1-Year Est. Return

Westside Investment Management's SYFI Position: Q2 2026 in Review

Westside Investment Management held its AB Short Duration High Yield ETF (SYFI) position steady in Q2 2026 at 1,164 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #656.

Westside Investment Management first reported a position in SYFI in Q2 2024 and has held it in 9 quarters since. The position peaked at $42.1K in Q3 2025. 47 funds tracked by Wall St. Rank hold SYFI as of Q2 2026.

  • Westside Investment Management held 1,164 shares of AB Short Duration High Yield ETF worth $41.6K as of Q2 2026.
  • Westside Investment Management left its AB Short Duration High Yield ETF share count unchanged in Q2 2026.
  • AB Short Duration High Yield ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #656 holding.
  • Westside Investment Management first reported a position in AB Short Duration High Yield ETF in Q2 2024 and has held it in 9 quarters since.
  • Westside Investment Management's AB Short Duration High Yield ETF position peaked at $42.1K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held AB Short Duration High Yield ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.