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Beacon Financial Advisory’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History

Beacon Financial Advisory’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
2026
Q1 		$231K Buy
+4,495
New +$232K 0.05% 367

Other funds holding SDSI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beacon Financial Advisory's SDSI Position: Q1 2026 in Review

Beacon Financial Advisory opened a new position in American Century Short Duration Strategic Income ETF (SDSI) in Q1 2026: 4,495 shares worth $231K. The stake represents 0.05% of the portfolio and ranks #367 among its holdings.

36 funds tracked by Wall St. Rank hold SDSI as of Q1 2026.

  • Beacon Financial Advisory held 4,495 shares of American Century Short Duration Strategic Income ETF worth $231K as of Q1 2026.
  • American Century Short Duration Strategic Income ETF was a new Beacon Financial Advisory position in Q1 2026.
  • American Century Short Duration Strategic Income ETF made up 0.05% of Beacon Financial Advisory's portfolio in Q1 2026, its #367 holding.
  • 36 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.