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
Q2 		$219K Sell
8,696
-517
-6% -$13K ﹤0.01% 1653
2026
Q1 		$232K Buy
+9,213
New +$233K ﹤0.01% 1570

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
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

Kestra Private Wealth Services's LODI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its AAM SLC Low Duration Income ETF (LODI) stake by 5.6% in Q2 2026, selling an estimated $13K and leaving 8,696 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Kestra Private Wealth Services first reported a position in LODI in Q1 2026 and has held it in 2 quarters since. The position peaked at $232K in Q1 2026. 18 funds tracked by Wall St. Rank hold LODI as of Q2 2026.

  • Kestra Private Wealth Services held 8,696 shares of AAM SLC Low Duration Income ETF worth $219K as of Q2 2026.
  • Kestra Private Wealth Services sold 517 AAM SLC Low Duration Income ETF shares in Q2 2026, an estimated $13K.
  • AAM SLC Low Duration Income ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1653 holding.
  • Kestra Private Wealth Services first reported a position in AAM SLC Low Duration Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Kestra Private Wealth Services's AAM SLC Low Duration Income ETF position peaked at $232K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.