KPWS
LODI

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

Kestra Private Wealth 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
Q1 		$232K Buy
+9,213
New +$233K ﹤0.01% 1570

Other funds holding LODI

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kestra Private Wealth Services's LODI Position: Q1 2026 in Review

Kestra Private Wealth Services opened a new position in AAM SLC Low Duration Income ETF (LODI) in Q1 2026: 9,213 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1570 among its holdings.

13 funds tracked by Wall St. Rank hold LODI as of Q1 2026.

  • Kestra Private Wealth Services held 9,213 shares of AAM SLC Low Duration Income ETF worth $232K as of Q1 2026.
  • AAM SLC Low Duration Income ETF was a new Kestra Private Wealth Services position in Q1 2026.
  • AAM SLC Low Duration Income ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1570 holding.
  • 13 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.