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 Q1	$335K	Buy	+13,279	New	+$336K	﹤0.01%	2123

Other funds holding LODI

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Private Advisor Group's LODI Position: Q1 2026 in Review

Private Advisor Group opened a new position in AAM SLC Low Duration Income ETF (LODI) in Q1 2026: 13,279 shares worth $335K. The stake represents ﹤0.01% of the portfolio and ranks #2123 among its holdings.

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

Private Advisor Group held 13,279 shares of AAM SLC Low Duration Income ETF worth $335K as of Q1 2026.
AAM SLC Low Duration Income ETF was a new Private Advisor Group position in Q1 2026.
AAM SLC Low Duration Income ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2123 holding.
13 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.