LPL Financial
LODI

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
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

SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 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
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

LPL Financial's LODI Position: Q2 2026 in Review

LPL Financial increased its AAM SLC Low Duration Income ETF (LODI) stake by 62% in Q2 2026, buying an estimated $5.6M and bringing the position to 580,532 shares worth $14.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

LPL Financial first reported a position in LODI in Q2 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold LODI as of Q2 2026.

  • LPL Financial held 580,532 shares of AAM SLC Low Duration Income ETF worth $14.6M as of Q2 2026.
  • LPL Financial bought 221,860 AAM SLC Low Duration Income ETF shares in Q2 2026, an estimated $5.6M.
  • AAM SLC Low Duration Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1804 holding.
  • LPL Financial first reported a position in AAM SLC Low Duration Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 18 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.