Guidance Capital
LODI icon

Guidance Capital’s AAM SLC Low Duration Income ETF LODI Stock Holding History

Guidance Capital’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 		– Sell
-15,713
Closed -$396K – 238
2026
Q2 		$396K Buy
+15,713
New +$397K 0.08% 181

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Independent Financial Group
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Grantvest Financial Group
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Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Claro Advisors
Claro Advisors Boston, Massachusetts $1.03B AUM 18.64% 1-Year Est. Return

Guidance Capital's LODI Position: Q3 2026 in Review

Guidance Capital sold out of AAM SLC Low Duration Income ETF (LODI) in Q3 2026, closing a stake of 15,713 shares — an estimated $396K sold.

Guidance Capital first reported a position in LODI in Q2 2026 and held it in 1 quarter. The position peaked at $396K in Q2 2026. 13 funds tracked by Wall St. Rank hold LODI as of Q3 2026.

  • Guidance Capital reported no remaining AAM SLC Low Duration Income ETF position as of Q3 2026 after selling out during the quarter.
  • Guidance Capital sold 15,713 AAM SLC Low Duration Income ETF shares in Q3 2026, an estimated $396K.
  • Guidance Capital first reported a position in AAM SLC Low Duration Income ETF in Q2 2026 and held it in 1 quarter.
  • Guidance Capital's AAM SLC Low Duration Income ETF position peaked at $396K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q3 2026.

Based on Guidance Capital's 13F filing for Q3 2026, filed 3 Nov 2026.