SF
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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
Q2 		$275K Sell
5,350
-1,661
-24% -$85.2K ﹤0.01% 1368
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 $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

Summit Financial's SDSI Position: Q2 2026 in Review

Summit Financial reduced its American Century Short Duration Strategic Income ETF (SDSI) stake by 24% in Q2 2026, selling an estimated $85.2K and leaving 5,350 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Summit Financial first reported a position in SDSI in Q3 2025 and has held it in 4 quarters since. The position peaked at $797K in Q3 2025. 43 funds tracked by Wall St. Rank hold SDSI as of Q2 2026.

  • Summit Financial held 5,350 shares of American Century Short Duration Strategic Income ETF worth $275K as of Q2 2026.
  • Summit Financial sold 1,661 American Century Short Duration Strategic Income ETF shares in Q2 2026, an estimated $85.2K.
  • American Century Short Duration Strategic Income ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1368 holding.
  • Summit Financial first reported a position in American Century Short Duration Strategic Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's American Century Short Duration Strategic Income ETF position peaked at $797K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.