Cambridge Investment Research Advisors
LODI

Cambridge Investment Research Advisors’s AAM SLC Low Duration Income ETF LODI Stock Holding History

Cambridge Investment Research Advisors’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 		$277K Buy
11,000
+1,213
+12% +$30.6K ﹤0.01% 3517
2026
Q1 		$247K Buy
+9,787
New +$248K ﹤0.01% 3468

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

Cambridge Investment Research Advisors's LODI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its AAM SLC Low Duration Income ETF (LODI) stake by 12% in Q2 2026, buying an estimated $30.6K and bringing the position to 11,000 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #3517.

Cambridge Investment Research Advisors first reported a position in LODI in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold LODI as of Q2 2026.

  • Cambridge Investment Research Advisors held 11,000 shares of AAM SLC Low Duration Income ETF worth $277K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,213 AAM SLC Low Duration Income ETF shares in Q2 2026, an estimated $30.6K.
  • AAM SLC Low Duration Income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3517 holding.
  • Cambridge Investment Research Advisors first reported a position in AAM SLC Low Duration Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.