U.S. Capital Wealth Advisors’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History

U.S. Capital 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 Q1	$292K	Hold	5,692	–	–	0.01%	830
2025 Q4	$294K	Sell	5,692 -140	-2%	-$7.23K	0.01%	815
2025 Q3	$302K	Buy	5,832 +1	+0%	+$51	0.01%	767
2025 Q2	$300K	Hold	5,831	–	–	0.01%	710
2025 Q1	$299K	Sell	5,831 -100	-2%	-$5.11K	0.01%	700
2024 Q4	$302K	Buy	5,931 +1,279	+27%	+$65.5K	0.01%	682
2024 Q3	$241K	Buy	+4,652	New	+$239K	0.01%	637

Other funds holding SDSI

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

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

CWM

Clearview Wealth Management Irvine, California $156M AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

U.S. Capital Wealth Advisors's SDSI Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its American Century Short Duration Strategic Income ETF (SDSI) position steady in Q1 2026 at 5,692 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #830.

U.S. Capital Wealth Advisors first reported a position in SDSI in Q3 2024 and has held it in 7 quarters since. The position peaked at $302K in Q4 2024. 36 funds tracked by Wall St. Rank hold SDSI as of Q1 2026.

U.S. Capital Wealth Advisors held 5,692 shares of American Century Short Duration Strategic Income ETF worth $292K as of Q1 2026.
U.S. Capital Wealth Advisors left its American Century Short Duration Strategic Income ETF share count unchanged in Q1 2026.
American Century Short Duration Strategic Income ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #830 holding.
U.S. Capital Wealth Advisors first reported a position in American Century Short Duration Strategic Income ETF in Q3 2024 and has held it in 7 quarters since.
U.S. Capital Wealth Advisors's American Century Short Duration Strategic Income ETF position peaked at $302K in Q4 2024.
36 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.