Commonwealth Equity Services’s AAM SLC Low Duration Income ETF LODI Stock Holding History

Commonwealth Equity 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	$230K	Buy	+9,149	New	+$231K	﹤0.01%	4011

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

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

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

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

Commonwealth Equity Services's LODI Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in AAM SLC Low Duration Income ETF (LODI) in Q2 2026: 9,149 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #4011 among its holdings.

18 funds tracked by Wall St. Rank hold LODI as of Q2 2026.

Commonwealth Equity Services held 9,149 shares of AAM SLC Low Duration Income ETF worth $230K as of Q2 2026.
AAM SLC Low Duration Income ETF was a new Commonwealth Equity Services position in Q2 2026.
AAM SLC Low Duration Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4011 holding.
18 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.