AAM
LODI

Advisors Asset Management’s AAM SLC Low Duration Income ETF LODI Stock Holding History

Advisors Asset Management’s Portfolio LODI Stock Details LODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.2K Buy
1,121
+486
+77% +$12.3K ﹤0.01% 1335
2026
Q1 		$16K Hold
635
– – ﹤0.01% 1366
2025
Q4 		$16K Buy
635
+206
+48% +$5.21K ﹤0.01% 1366
2025
Q3 		$10.8K Hold
429
– – ﹤0.01% 1383
2025
Q2 		$10.8K Sell
429
-63
-13% -$1.58K ﹤0.01% 1378
2025
Q1 		$12.3K Buy
+492
New +$12.4K ﹤0.01% 1392

Other funds holding LODI

SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisors Asset Management's LODI Position: Q2 2026 in Review

Advisors Asset Management increased its AAM SLC Low Duration Income ETF (LODI) stake by 77% in Q2 2026, buying an estimated $12.3K and bringing the position to 1,121 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Advisors Asset Management first reported a position in LODI in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold LODI as of Q2 2026.

  • Advisors Asset Management held 1,121 shares of AAM SLC Low Duration Income ETF worth $28.2K as of Q2 2026.
  • Advisors Asset Management bought 486 AAM SLC Low Duration Income ETF shares in Q2 2026, an estimated $12.3K.
  • AAM SLC Low Duration Income ETF made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1335 holding.
  • Advisors Asset Management first reported a position in AAM SLC Low Duration Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.