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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
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 $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 $424B AUM 22.94% 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

Joseph P. Lucia & Associates's SDSI Position: Q1 2026 in Review

Joseph P. Lucia & Associates increased its American Century Short Duration Strategic Income ETF (SDSI) stake by 0.78% in Q1 2026, buying an estimated $10.5K and bringing the position to 26,288 shares worth $1.35M. The position accounts for 0.48% of the portfolio, ranked #56.

Joseph P. Lucia & Associates first reported a position in SDSI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q3 2025. 36 funds tracked by Wall St. Rank hold SDSI as of Q1 2026.

  • Joseph P. Lucia & Associates held 26,288 shares of American Century Short Duration Strategic Income ETF worth $1.35M as of Q1 2026.
  • Joseph P. Lucia & Associates bought 203 American Century Short Duration Strategic Income ETF shares in Q1 2026, an estimated $10.5K.
  • American Century Short Duration Strategic Income ETF made up 0.48% of Joseph P. Lucia & Associates's portfolio in Q1 2026, its #56 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 6 quarters since.
  • Joseph P. Lucia & Associates's American Century Short Duration Strategic Income ETF position peaked at $1.38M in Q3 2025.
  • 36 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q1 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2026, filed 15 May 2026.