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B. Riley Wealth Advisors’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History

B. Riley Wealth Advisors’s Portfolio SDSI Stock Details SDSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,166
Closed -$212K – 1415
2024
Q2 		$212K Buy
+4,166
New +$211K 0.01% 1210

Other funds holding SDSI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

B. Riley Wealth Advisors's SDSI Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of American Century Short Duration Strategic Income ETF (SDSI) in Q3 2024, closing a stake of 4,166 shares — an estimated $212K sold.

B. Riley Wealth Advisors first reported a position in SDSI in Q2 2024 and held it in 1 quarter. The position peaked at $212K in Q2 2024. 10 funds tracked by Wall St. Rank hold SDSI as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining American Century Short Duration Strategic Income ETF position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,166 American Century Short Duration Strategic Income ETF shares in Q3 2024, an estimated $212K.
  • B. Riley Wealth Advisors first reported a position in American Century Short Duration Strategic Income ETF in Q2 2024 and held it in 1 quarter.
  • B. Riley Wealth Advisors's American Century Short Duration Strategic Income ETF position peaked at $212K in Q2 2024.
  • 10 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.