SYFI β€” AB ACTIVE ETFS INC

Ownership history in Wagner Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Wagner Wealth Management, LLC reported AB ACTIVE ETFS INC (SYFI) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 8.6% in 2025 Q4. The latest visible filing shows SYFI at 8.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SYFI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wagner Wealth Management, LLC's position in AB ACTIVE ETFS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SYFI was reported at 8.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.6% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wagner Wealth Management, LLC held SYFI β€” position size vs. price
% of Fund (quarterly)    SYFI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,126,955 +277,538 +32.7% 8.60% $40.5M 2026-02-14 (Est.) $35.58
2025 Q3 ADDED 849,417 +377,831 +80.1% 7.12% $30.7M 2025-10-21 $34.88
2025 Q2 REDUCED 471,586 -16,895 -3.5% 3.87% $17.0M 2025-07-17 $34.30
2025 Q1 INITIATED 488,481 β€” β€” 4.33% $17.4M 2025-04-18 $32.90

FAQ About Wagner Wealth Management, LLC and SYFI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wagner Wealth Management, LLC reported owning SYFI?

Wagner Wealth Management, LLC reported SYFI across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported SYFI position in Wagner Wealth Management, LLC's portfolio?

The largest reported portfolio weight for SYFI was 8.60% in 2025 Q4.

What is the latest reported SYFI position on this page?

The most recent filing on this page is 2025 Q4, when Wagner Wealth Management, LLC reported 1,126,955 shares, equal to 8.60% of portfolio, with an estimated market value of $40.5M.

What does the chart on this SYFI ownership page compare?

The chart compares Wagner Wealth Management, LLC's quarterly SYFI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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