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Legacy Financial Strategies’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History

Legacy Financial Strategies’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 		$17M Buy
330,104
+325,389
+6,901% +$16.7M 2.63% 9
2026
Q1 		$242K Buy
+4,715
New +$243K 0.04% 124

Other funds holding SDSI

PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 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
CWM
Clearview Wealth Management Irvine, California $156M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

Legacy Financial Strategies's SDSI Position: Q2 2026 in Review

Legacy Financial Strategies increased its American Century Short Duration Strategic Income ETF (SDSI) stake by 6,901% in Q2 2026, buying an estimated $16.7M and bringing the position to 330,104 shares worth $17M. The position accounts for 2.63% of the portfolio, ranked #9.

Legacy Financial Strategies first reported a position in SDSI in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold SDSI as of Q2 2026.

  • Legacy Financial Strategies held 330,104 shares of American Century Short Duration Strategic Income ETF worth $17M as of Q2 2026.
  • Legacy Financial Strategies bought 325,389 American Century Short Duration Strategic Income ETF shares in Q2 2026, an estimated $16.7M.
  • American Century Short Duration Strategic Income ETF made up 2.63% of Legacy Financial Strategies's portfolio in Q2 2026, its #9 holding.
  • Legacy Financial Strategies first reported a position in American Century Short Duration Strategic Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.