AAS
LODI

Ameritas Advisory Services’s AAM SLC Low Duration Income ETF LODI Stock Holding History

Ameritas Advisory Services’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 		– Sell
-1,453
Closed -$36.6K – 2152
2026
Q1 		$36.6K Buy
+1,453
New +$36.8K ﹤0.01% 951

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

Ameritas Advisory Services's LODI Position: Q2 2026 in Review

Ameritas Advisory Services sold out of AAM SLC Low Duration Income ETF (LODI) in Q2 2026, closing a stake of 1,453 shares — an estimated $36.6K sold.

Ameritas Advisory Services first reported a position in LODI in Q1 2026 and held it in 1 quarter. The position peaked at $36.6K in Q1 2026. 18 funds tracked by Wall St. Rank hold LODI as of Q2 2026.

  • Ameritas Advisory Services reported no remaining AAM SLC Low Duration Income ETF position as of Q2 2026 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,453 AAM SLC Low Duration Income ETF shares in Q2 2026, an estimated $36.6K.
  • Ameritas Advisory Services first reported a position in AAM SLC Low Duration Income ETF in Q1 2026 and held it in 1 quarter.
  • Ameritas Advisory Services's AAM SLC Low Duration Income ETF position peaked at $36.6K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.