GFG
LODI

Grantvest Financial Group’s AAM SLC Low Duration Income ETF LODI Stock Holding History

Grantvest Financial Group’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 		$1.17M Buy
46,627
+273
+0.6% +$6.89K 0.68% 31
2026
Q1 		$1.17M Buy
46,354
+5,529
+14% +$140K 0.76% 25
2025
Q4 		$1.03M Buy
40,825
+14,000
+52% +$354K 0.66% 34
2025
Q3 		$677K Buy
26,825
+3,107
+13% +$78.5K 0.47% 52
2025
Q2 		$598K Buy
23,718
+9,533
+67% +$238K 0.44% 55
2025
Q1 		$356K Buy
+14,185
New +$356K 0.29% 84

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

Grantvest Financial Group's LODI Position: Q2 2026 in Review

Grantvest Financial Group increased its AAM SLC Low Duration Income ETF (LODI) stake by 0.59% in Q2 2026, buying an estimated $6.89K and bringing the position to 46,627 shares worth $1.17M. The position accounts for 0.68% of the portfolio, ranked #31.

Grantvest Financial Group first reported a position in LODI in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold LODI as of Q2 2026.

  • Grantvest Financial Group held 46,627 shares of AAM SLC Low Duration Income ETF worth $1.17M as of Q2 2026.
  • Grantvest Financial Group bought 273 AAM SLC Low Duration Income ETF shares in Q2 2026, an estimated $6.89K.
  • AAM SLC Low Duration Income ETF made up 0.68% of Grantvest Financial Group's portfolio in Q2 2026, its #31 holding.
  • Grantvest Financial Group first reported a position in AAM SLC Low Duration Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.