Weaver Consulting Group’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History

Weaver Consulting Group’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	$376K	Sell	7,316 -1,000	-12%	-$51.3K	0.08%	195
2026 Q1	$427K	Hold	8,316	–	–	0.1%	160
2025 Q4	$429K	Buy	8,316 +1,000	+14%	+$51.6K	0.1%	157
2025 Q3	$378K	Buy	7,316 +2,000	+38%	+$103K	0.1%	164
2025 Q2	$274K	Buy	5,316 +24	+0.5%	+$1.23K	0.08%	192
2025 Q1	$272K	Hold	5,292	–	–	0.08%	179
2024 Q4	$269K	Hold	5,292	–	–	0.08%	175
2024 Q3	$275K	Hold	5,292	–	–	0.09%	174
2024 Q2	$269K	Sell	5,292 -150	-3%	-$7.61K	0.09%	160
2024 Q1	$277K	Buy	5,442 +700	+15%	+$35.6K	0.1%	159
2023 Q4	$241K	Hold	4,742	–	–	0.1%	166
2023 Q3	$239K	Buy	4,742 +100	+2%	+$5.05K	0.11%	155
2023 Q2	$235K	Buy	+4,642	New	+$236K	0.1%	156

Other funds holding SDSI

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

PIWA

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

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

Networth Advisors Canonsburg, Pennsylvania $172M AUM

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Weaver Consulting Group's SDSI Position: Q2 2026 in Review

Weaver Consulting Group reduced its American Century Short Duration Strategic Income ETF (SDSI) stake by 12% in Q2 2026, selling an estimated $51.3K and leaving 7,316 shares worth $376K. The position accounts for 0.08% of the portfolio, ranked #195.

Weaver Consulting Group first reported a position in SDSI in Q2 2023 and has held it in 13 quarters since. The position peaked at $429K in Q4 2025. 19 funds tracked by Wall St. Rank hold SDSI as of Q2 2026.

Weaver Consulting Group held 7,316 shares of American Century Short Duration Strategic Income ETF worth $376K as of Q2 2026.
Weaver Consulting Group sold 1,000 American Century Short Duration Strategic Income ETF shares in Q2 2026, an estimated $51.3K.
American Century Short Duration Strategic Income ETF made up 0.08% of Weaver Consulting Group's portfolio in Q2 2026, its #195 holding.
Weaver Consulting Group first reported a position in American Century Short Duration Strategic Income ETF in Q2 2023 and has held it in 13 quarters since.
Weaver Consulting Group's American Century Short Duration Strategic Income ETF position peaked at $429K in Q4 2025.
19 funds tracked by Wall St. Rank held American Century Short Duration Strategic Income ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.