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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,131
Closed -$469K 176
2025
Q1
$469K Sell
9,131
-5,959
-39% -$306K 0.09% 107
2024
Q4
$767K Buy
15,090
+4,702
+45% +$239K 0.16% 76
2024
Q3
$539K Sell
10,388
-12,675
-55% -$658K 0.12% 78
2024
Q2
$1.17M Sell
23,063
-576
-2% -$29.3K 0.31% 43
2024
Q1
$1.2M Buy
+23,639
New +$1.2M 0.34% 42