Simplicity Wealth’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History

Simplicity Wealth’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 Q3	$9.8M	Buy	+194,775	New	+$9.9M	0.29%	84

Other funds holding SDSI

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Clearview Wealth Management Irvine, California $133M AUM

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Simplicity Wealth's SDSI Position: Q3 2026 in Review

Simplicity Wealth opened a new position in American Century Short Duration Strategic Income ETF (SDSI) in Q3 2026: 194,775 shares worth $9.8M. The stake represents 0.29% of the portfolio and ranks #84 among its holdings.

9 funds tracked by Wall St. Rank hold SDSI as of Q3 2026.

Simplicity Wealth held 194,775 shares of American Century Short Duration Strategic Income ETF worth $9.8M as of Q3 2026.
American Century Short Duration Strategic Income ETF was a new Simplicity Wealth position in Q3 2026.
American Century Short Duration Strategic Income ETF made up 0.29% of Simplicity Wealth's portfolio in Q3 2026, its #84 holding.
9 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.