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

Visionary 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
2024 Q3	–	Sell	-15,302	Closed	-$779K	–	550
2024 Q2	$779K	Sell	15,302 -15,651	-51%	-$794K	0.05%	268
2024 Q1	$1.58M	Sell	30,953 -85,839	-73%	-$4.36M	0.11%	193
2023 Q4	$5.94M	Sell	116,792 -44,108	-27%	-$2.22M	0.44%	65
2023 Q3	$8.11M	Buy	160,900 +29,108	+22%	+$1.47M	0.66%	36
2023 Q2	$6.66M	Buy	131,792 +113,595	+624%	+$5.79M	0.53%	47
2023 Q1	$933K	Buy	+18,197	New	+$930K	0.08%	202

Other funds holding SDSI

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Visionary Wealth Advisors's SDSI Position: Q3 2024 in Review

Visionary Wealth Advisors sold out of American Century Short Duration Strategic Income ETF (SDSI) in Q3 2024, closing a stake of 15,302 shares — an estimated $779K sold.

Visionary Wealth Advisors first reported a position in SDSI in Q1 2023 and held it in 6 quarters. The position peaked at $8.11M in Q3 2023. 10 funds tracked by Wall St. Rank hold SDSI as of Q3 2024.

Visionary Wealth Advisors reported no remaining American Century Short Duration Strategic Income ETF position as of Q3 2024 after selling out during the quarter.
Visionary Wealth Advisors sold 15,302 American Century Short Duration Strategic Income ETF shares in Q3 2024, an estimated $779K.
Visionary Wealth Advisors first reported a position in American Century Short Duration Strategic Income ETF in Q1 2023 and held it in 6 quarters.
Visionary Wealth Advisors's American Century Short Duration Strategic Income ETF position peaked at $8.11M in Q3 2023.
10 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q3 2024.

Based on Visionary Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.