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Investment Advisory Group’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History

Investment Advisory Group’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
Q2 		$1.49M Hold
29,000
– – 0.32% 66
2026
Q1 		$1.49M Buy
29,000
+12,500
+76% +$645K 0.38% 62
2025
Q4 		$851K Buy
+16,500
New +$852K 0.22% 88

Other funds holding SDSI

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $776M AUM 39.53% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Investment Advisory Group's SDSI Position: Q2 2026 in Review

Investment Advisory Group held its American Century Short Duration Strategic Income ETF (SDSI) position steady in Q2 2026 at 29,000 shares worth $1.49M. The position accounts for 0.32% of the portfolio, ranked #66.

Investment Advisory Group first reported a position in SDSI in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold SDSI as of Q2 2026.

  • Investment Advisory Group held 29,000 shares of American Century Short Duration Strategic Income ETF worth $1.49M as of Q2 2026.
  • Investment Advisory Group left its American Century Short Duration Strategic Income ETF share count unchanged in Q2 2026.
  • American Century Short Duration Strategic Income ETF made up 0.32% of Investment Advisory Group's portfolio in Q2 2026, its #66 holding.
  • Investment Advisory Group first reported a position in American Century Short Duration Strategic Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.