Kestra Advisory Services’s AAM SLC Low Duration Income ETF LODI Stock Holding History

Kestra Advisory 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 Q3	$1.12M	Buy	44,938 +23,174	+106%	+$583K	﹤0.01%	1879
2026 Q2	$548K	Buy	+21,764	New	+$549K	﹤0.01%	2275
2026 Q1	–	Sell	-4,839	Closed	-$122K	–	4530
2025 Q4	$122K	Buy	+4,839	New	+$122K	﹤0.01%	3265

Other funds holding LODI

Sun Life Financial Toronto, Ontario, Canada $2.45B AUM 19.54% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.25B AUM

HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

Kestra Advisory Services's LODI Position: Q3 2026 in Review

Kestra Advisory Services increased its AAM SLC Low Duration Income ETF (LODI) stake by 106% in Q3 2026, buying an estimated $583K and bringing the position to 44,938 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Kestra Advisory Services first reported a position in LODI in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold LODI as of Q3 2026.

Kestra Advisory Services held 44,938 shares of AAM SLC Low Duration Income ETF worth $1.12M as of Q3 2026.
Kestra Advisory Services bought 23,174 AAM SLC Low Duration Income ETF shares in Q3 2026, an estimated $583K.
AAM SLC Low Duration Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1879 holding.
Kestra Advisory Services first reported a position in AAM SLC Low Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
19 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.