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 Q1	$16K	Buy	+635	New	+$16.1K	﹤0.01%	1366

Other funds holding LODI

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM

GFG

Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

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

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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

Advisors Asset Management's LODI Position: Q1 2026 in Review

Advisors Asset Management opened a new position in AAM SLC Low Duration Income ETF (LODI) in Q1 2026: 635 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #1366 among its holdings.

13 funds tracked by Wall St. Rank hold LODI as of Q1 2026.

Advisors Asset Management held 635 shares of AAM SLC Low Duration Income ETF worth $16K as of Q1 2026.
AAM SLC Low Duration Income ETF was a new Advisors Asset Management position in Q1 2026.
AAM SLC Low Duration Income ETF made up ﹤0.01% of Advisors Asset Management's portfolio in Q1 2026, its #1366 holding.
13 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.