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

Summit Financial’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
Q1 		$360K Sell
7,011
-4,075
-37% -$210K ﹤0.01% 1113
2025
Q4 		$572K Sell
11,086
-4,327
-28% -$223K 0.01% 846
2025
Q3 		$797K Buy
+15,413
New +$793K 0.01% 720

Other funds holding SDSI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Summit Financial's SDSI Position: Q1 2026 in Review

Summit Financial reduced its American Century Short Duration Strategic Income ETF (SDSI) stake by 37% in Q1 2026, selling an estimated $210K and leaving 7,011 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Summit Financial first reported a position in SDSI in Q3 2025 and has held it in 3 quarters since. The position peaked at $797K in Q3 2025. 36 funds tracked by Wall St. Rank hold SDSI as of Q1 2026.

  • Summit Financial held 7,011 shares of American Century Short Duration Strategic Income ETF worth $360K as of Q1 2026.
  • Summit Financial sold 4,075 American Century Short Duration Strategic Income ETF shares in Q1 2026, an estimated $210K.
  • American Century Short Duration Strategic Income ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1113 holding.
  • Summit Financial first reported a position in American Century Short Duration Strategic Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's American Century Short Duration Strategic Income ETF position peaked at $797K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.