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

Unique 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
2025
Q2 		– Sell
-9,131
Closed -$469K – 176
2025
Q1 		$469K Sell
9,131
-5,959
-39% -$305K 0.09% 107
2024
Q4 		$767K Buy
15,090
+4,702
+45% +$241K 0.16% 76
2024
Q3 		$539K Sell
10,388
-12,675
-55% -$652K 0.12% 78
2024
Q2 		$1.17M Sell
23,063
-576
-2% -$29.2K 0.31% 43
2024
Q1 		$1.2M Buy
+23,639
New +$1.2M 0.34% 42

Other funds holding SDSI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $424B AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Unique Wealth's SDSI Position: Q2 2025 in Review

Unique Wealth sold out of American Century Short Duration Strategic Income ETF (SDSI) in Q2 2025, closing a stake of 9,131 shares — an estimated $469K sold.

Unique Wealth first reported a position in SDSI in Q1 2024 and held it in 5 quarters. The position peaked at $1.2M in Q1 2024. 17 funds tracked by Wall St. Rank hold SDSI as of Q2 2025.

  • Unique Wealth reported no remaining American Century Short Duration Strategic Income ETF position as of Q2 2025 after selling out during the quarter.
  • Unique Wealth sold 9,131 American Century Short Duration Strategic Income ETF shares in Q2 2025, an estimated $469K.
  • Unique Wealth first reported a position in American Century Short Duration Strategic Income ETF in Q1 2024 and held it in 5 quarters.
  • Unique Wealth's American Century Short Duration Strategic Income ETF position peaked at $1.2M in Q1 2024.
  • 17 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q2 2025.

Based on Unique Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.