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

Claro 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 Q3	$294K	Buy	+11,812	New	+$297K	0.03%	410

Other funds holding LODI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Stirlingshire Investments New York $142M AUM 16.67% 1-Year Est. Return

Claro Advisors's LODI Position: Q3 2026 in Review

Claro Advisors opened a new position in AAM SLC Low Duration Income ETF (LODI) in Q3 2026: 11,812 shares worth $294K. The stake represents 0.03% of the portfolio and ranks #410 among its holdings.

9 funds tracked by Wall St. Rank hold LODI as of Q3 2026.

Claro Advisors held 11,812 shares of AAM SLC Low Duration Income ETF worth $294K as of Q3 2026.
AAM SLC Low Duration Income ETF was a new Claro Advisors position in Q3 2026.
AAM SLC Low Duration Income ETF made up 0.03% of Claro Advisors's portfolio in Q3 2026, its #410 holding.
9 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.