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Peak Planning Group’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History

Peak Planning 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 		$382K Sell
7,449
-3,028
-29% -$155K 0.09% 89
2026
Q1 		$537K Buy
10,477
+80
+0.8% +$4.13K 0.15% 75
2025
Q4 		$536K Buy
+10,397
New +$537K 0.15% 74

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

Peak Planning Group's SDSI Position: Q2 2026 in Review

Peak Planning Group reduced its American Century Short Duration Strategic Income ETF (SDSI) stake by 29% in Q2 2026, selling an estimated $155K and leaving 7,449 shares worth $382K. The position accounts for 0.09% of the portfolio, ranked #89.

Peak Planning Group first reported a position in SDSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $537K in Q1 2026. 43 funds tracked by Wall St. Rank hold SDSI as of Q2 2026.

  • Peak Planning Group held 7,449 shares of American Century Short Duration Strategic Income ETF worth $382K as of Q2 2026.
  • Peak Planning Group sold 3,028 American Century Short Duration Strategic Income ETF shares in Q2 2026, an estimated $155K.
  • American Century Short Duration Strategic Income ETF made up 0.09% of Peak Planning Group's portfolio in Q2 2026, its #89 holding.
  • Peak Planning Group first reported a position in American Century Short Duration Strategic Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Peak Planning Group's American Century Short Duration Strategic Income ETF position peaked at $537K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.