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Prevail Innovative Wealth Advisors’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History

Prevail Innovative Wealth Advisors’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 		$5.85M Buy
113,854
+32,297
+40% +$1.66M 0.87% 39
2026
Q1 		$4.18M Sell
81,557
-1,410
-2% -$72.7K 0.7% 60
2025
Q4 		$4.28M Buy
82,967
+43,057
+108% +$2.22M 0.77% 46
2025
Q3 		$2.06M Buy
39,910
+17,463
+78% +$899K 0.4% 89
2025
Q2 		$1.16M Buy
22,447
+1,939
+9% +$99K 0.26% 121
2025
Q1 		$1.05M Buy
+20,508
New +$1.05M 0.28% 103

Other funds holding SDSI

LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Prevail Innovative Wealth Advisors's SDSI Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its American Century Short Duration Strategic Income ETF (SDSI) stake by 40% in Q2 2026, buying an estimated $1.66M and bringing the position to 113,854 shares worth $5.85M. The position accounts for 0.87% of the portfolio, ranked #39.

Prevail Innovative Wealth Advisors first reported a position in SDSI in Q1 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold SDSI as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 113,854 shares of American Century Short Duration Strategic Income ETF worth $5.85M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 32,297 American Century Short Duration Strategic Income ETF shares in Q2 2026, an estimated $1.66M.
  • American Century Short Duration Strategic Income ETF made up 0.87% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Prevail Innovative Wealth Advisors first reported a position in American Century Short Duration Strategic Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 19 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.