PAG
LODI

Private Advisor Group’s AAM SLC Low Duration Income ETF LODI Stock Holding History

Private Advisor Group’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 		$482K Buy
19,133
+5,854
+44% +$148K ﹤0.01% 1819
2026
Q1 		$335K Buy
+13,279
New +$336K ﹤0.01% 2123

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
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

Private Advisor Group's LODI Position: Q2 2026 in Review

Private Advisor Group increased its AAM SLC Low Duration Income ETF (LODI) stake by 44% in Q2 2026, buying an estimated $148K and bringing the position to 19,133 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Private Advisor Group first reported a position in LODI in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold LODI as of Q2 2026.

  • Private Advisor Group held 19,133 shares of AAM SLC Low Duration Income ETF worth $482K as of Q2 2026.
  • Private Advisor Group bought 5,854 AAM SLC Low Duration Income ETF shares in Q2 2026, an estimated $148K.
  • AAM SLC Low Duration Income ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1819 holding.
  • Private Advisor Group first reported a position in AAM SLC Low Duration Income ETF in Q1 2026 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 Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.