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

Baker Avenue 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
2025 Q3	–	Sell	-8,000	Closed	-$202K	–	663
2025 Q2	$202K	Buy	+8,000	New	+$200K	0.01%	466

Other funds holding LODI

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baker Avenue Asset Management's LODI Position: Q3 2025 in Review

Baker Avenue Asset Management sold out of AAM SLC Low Duration Income ETF (LODI) in Q3 2025, closing a stake of 8,000 shares — an estimated $202K sold.

Baker Avenue Asset Management first reported a position in LODI in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 6 funds tracked by Wall St. Rank hold LODI as of Q3 2025.

Baker Avenue Asset Management reported no remaining AAM SLC Low Duration Income ETF position as of Q3 2025 after selling out during the quarter.
Baker Avenue Asset Management sold 8,000 AAM SLC Low Duration Income ETF shares in Q3 2025, an estimated $202K.
Baker Avenue Asset Management first reported a position in AAM SLC Low Duration Income ETF in Q2 2025 and held it in 1 quarter.
Baker Avenue Asset Management's AAM SLC Low Duration Income ETF position peaked at $202K in Q2 2025.
6 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q3 2025.

Based on Baker Avenue Asset Management's 13F filing for Q3 2025, filed 31 Oct 2025.