KAS
LODI

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
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

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
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

Kestra Advisory Services's LODI Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in AAM SLC Low Duration Income ETF (LODI) in Q2 2026: 21,764 shares worth $548K. The stake represents ﹤0.01% of the portfolio and ranks #2275 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in LODI as recently as Q4 2025.

Kestra Advisory Services first reported a position in LODI in Q4 2025 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold LODI as of Q2 2026.

  • Kestra Advisory Services held 21,764 shares of AAM SLC Low Duration Income ETF worth $548K as of Q2 2026.
  • AAM SLC Low Duration Income ETF was a new Kestra Advisory Services position in Q2 2026.
  • AAM SLC Low Duration Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2275 holding.
  • Kestra Advisory Services first reported a position in AAM SLC Low Duration Income ETF in Q4 2025 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 Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.