LPL Financial
LODI icon

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

LPL Financial’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 		$17.2M Buy
692,717
+112,185
+19% +$2.82M ﹤0.01% 1712
2026
Q2 		$14.6M Buy
580,532
+221,860
+62% +$5.6M ﹤0.01% 1804
2026
Q1 		$9.04M Buy
358,672
+61,419
+21% +$1.56M ﹤0.01% 2073
2025
Q4 		$7.51M Buy
297,253
+15,923
+6% +$403K ﹤0.01% 2186
2025
Q3 		$7.1M Buy
281,330
+267,511
+1,936% +$6.76M ﹤0.01% 2185
2025
Q2 		$348K Buy
+13,819
New +$346K ﹤0.01% 4671

Other funds holding LODI

Sun Life Financial
Sun Life Financial Toronto, Ontario, Canada $2.45B AUM 19.54% 1-Year Est. Return
Spartan Wealth Advisory Services LLC
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.25B AUM
HighPoint Advisor Group
HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM

LPL Financial's LODI Position: Q3 2026 in Review

LPL Financial increased its AAM SLC Low Duration Income ETF (LODI) stake by 19% in Q3 2026, buying an estimated $2.82M and bringing the position to 692,717 shares worth $17.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

LPL Financial first reported a position in LODI in Q2 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold LODI as of Q3 2026.

  • LPL Financial held 692,717 shares of AAM SLC Low Duration Income ETF worth $17.2M as of Q3 2026.
  • LPL Financial bought 112,185 AAM SLC Low Duration Income ETF shares in Q3 2026, an estimated $2.82M.
  • AAM SLC Low Duration Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #1712 holding.
  • LPL Financial first reported a position in AAM SLC Low Duration Income ETF in Q2 2025 and has held it in 6 quarters since.
  • 19 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.