Steward Partners Investment Advisory’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-7,529	Closed	-$386K	–	4840
2026 Q1	$386K	Buy	7,529 +5,065	+206%	+$261K	﹤0.01%	1654
2025 Q4	$127K	Buy	+2,464	New	+$127K	﹤0.01%	2162

Other funds holding SDSI

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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Steward Partners Investment Advisory's SDSI Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of American Century Short Duration Strategic Income ETF (SDSI) in Q2 2026, closing a stake of 7,529 shares — an estimated $386K sold.

Steward Partners Investment Advisory first reported a position in SDSI in Q4 2025 and held it in 2 quarters. The position peaked at $386K in Q1 2026. 43 funds tracked by Wall St. Rank hold SDSI as of Q2 2026.

Steward Partners Investment Advisory reported no remaining American Century Short Duration Strategic Income ETF position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 7,529 American Century Short Duration Strategic Income ETF shares in Q2 2026, an estimated $386K.
Steward Partners Investment Advisory first reported a position in American Century Short Duration Strategic Income ETF in Q4 2025 and held it in 2 quarters.
Steward Partners Investment Advisory's American Century Short Duration Strategic Income ETF position peaked at $386K in Q1 2026.
43 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.