Envestnet Asset Management
LODI

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

Envestnet 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
2026
Q2 		$436K Sell
17,307
-1,776
-9% -$44.8K ﹤0.01% 4180
2026
Q1 		$481K Sell
19,083
-1,135
-6% -$28.8K ﹤0.01% 3961
2025
Q4 		$510K Buy
20,218
+1,226
+6% +$31K ﹤0.01% 3684
2025
Q3 		$479K Sell
18,992
-967
-5% -$24.4K ﹤0.01% 3789
2025
Q2 		$503K Buy
19,959
+129
+0.7% +$3.23K ﹤0.01% 3679
2025
Q1 		$497K Buy
+19,830
New +$498K ﹤0.01% 3631

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
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

Envestnet Asset Management's LODI Position: Q2 2026 in Review

Envestnet Asset Management reduced its AAM SLC Low Duration Income ETF (LODI) stake by 9.3% in Q2 2026, selling an estimated $44.8K and leaving 17,307 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #4180.

Envestnet Asset Management first reported a position in LODI in Q1 2025 and has held it in 6 quarters since. The position peaked at $510K in Q4 2025. 18 funds tracked by Wall St. Rank hold LODI as of Q2 2026.

  • Envestnet Asset Management held 17,307 shares of AAM SLC Low Duration Income ETF worth $436K as of Q2 2026.
  • Envestnet Asset Management sold 1,776 AAM SLC Low Duration Income ETF shares in Q2 2026, an estimated $44.8K.
  • AAM SLC Low Duration Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4180 holding.
  • Envestnet Asset Management first reported a position in AAM SLC Low Duration Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Envestnet Asset Management's AAM SLC Low Duration Income ETF position peaked at $510K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.