SDSI β€” AMERICAN CENTY ETF TR

Ownership history in IFP Advisors, Inc  Β·  6 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported AMERICAN CENTY ETF TR (SDSI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows SDSI at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SDSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in AMERICAN CENTY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SDSI was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFP Advisors, Inc held SDSI β€” position size vs. price
% of Fund (quarterly)    SDSI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 58,933 +14,982 +34.1% 0.06% $3.0M 2026-04-13 $51.35
2025 Q4 ADDED 43,951 +15,748 +55.8% 0.05% $2.3M 2026-02-06 $51.27
2025 Q3 ADDED 28,203 +6,295 +28.7% 0.04% $1.5M 2025-12-02 $50.68
2025 Q2 REDUCED 21,908 -883 -3.9% 0.03% $1.1M 2025-07-24 $49.48
2025 Q1 ADDED 22,791 +11,882 +108.9% 0.04% $1.2M 2025-05-05 $48.66
2024 Q4 INITIATED 10,909 β€” β€” 0.02% $566K 2025-02-04 $48.20

FAQ About IFP Advisors, Inc and SDSI

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning SDSI?

IFP Advisors, Inc reported SDSI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SDSI position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for SDSI was 0.06% in 2026 Q1.

What is the latest reported SDSI position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 58,933 shares, equal to 0.06% of portfolio, with an estimated market value of $3.0M.

What does the chart on this SDSI ownership page compare?

The chart compares IFP Advisors, Inc's quarterly SDSI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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