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Joseph P. Lucia & Associates’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History

Joseph P. Lucia & Associates’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 		$1.61M Buy
31,412
+5,124
+19% +$263K 0.49% 50
2026
Q1 		$1.35M Buy
26,288
+203
+0.8% +$10.5K 0.48% 56
2025
Q4 		$1.35M Sell
26,085
-589
-2% -$30.4K 0.49% 57
2025
Q3 		$1.38M Sell
26,674
-52
-0.2% -$2.68K 0.52% 57
2025
Q2 		$1.38M Buy
26,726
+11,058
+71% +$565K 0.56% 53
2025
Q1 		$804K Buy
15,668
+5,879
+60% +$301K 0.37% 70
2024
Q4 		$498K Buy
+9,789
New +$501K 0.22% 84

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

Joseph P. Lucia & Associates's SDSI Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its American Century Short Duration Strategic Income ETF (SDSI) stake by 19% in Q2 2026, buying an estimated $263K and bringing the position to 31,412 shares worth $1.61M. The position accounts for 0.49% of the portfolio, ranked #50.

Joseph P. Lucia & Associates first reported a position in SDSI in Q4 2024 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold SDSI as of Q2 2026.

  • Joseph P. Lucia & Associates held 31,412 shares of American Century Short Duration Strategic Income ETF worth $1.61M as of Q2 2026.
  • Joseph P. Lucia & Associates bought 5,124 American Century Short Duration Strategic Income ETF shares in Q2 2026, an estimated $263K.
  • American Century Short Duration Strategic Income ETF made up 0.49% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #50 holding.
  • Joseph P. Lucia & Associates first reported a position in American Century Short Duration Strategic Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 43 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.