IFG
LODI

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

Independent 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 		$1.36M Buy
54,007
+35,340
+189% +$892K 0.03% 577
2026
Q1 		$470K Buy
+18,667
New +$473K 0.01% 955

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
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
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

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

Independent Financial Group increased its AAM SLC Low Duration Income ETF (LODI) stake by 189% in Q2 2026, buying an estimated $892K and bringing the position to 54,007 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #577.

Independent Financial Group first reported a position in LODI in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold LODI as of Q2 2026.

  • Independent Financial Group held 54,007 shares of AAM SLC Low Duration Income ETF worth $1.36M as of Q2 2026.
  • Independent Financial Group bought 35,340 AAM SLC Low Duration Income ETF shares in Q2 2026, an estimated $892K.
  • AAM SLC Low Duration Income ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #577 holding.
  • Independent Financial Group first reported a position in AAM SLC Low Duration Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.