Sanctuary Advisors
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Sanctuary Advisors’s AAM SLC Low Duration Income ETF LODI Stock Holding History

Sanctuary Advisors’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 		$1.87M Buy
75,226
+718
+1% +$18.1K 0.01% 1157
2026
Q2 		$1.88M Buy
+74,508
New +$1.88M 0.01% 1083

Other funds holding LODI

Sun Life Financial
Sun Life Financial Toronto, Ontario, Canada $2.45B AUM 19.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
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

Sanctuary Advisors's LODI Position: Q3 2026 in Review

Sanctuary Advisors increased its AAM SLC Low Duration Income ETF (LODI) stake by 0.96% in Q3 2026, buying an estimated $18.1K and bringing the position to 75,226 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #1157.

Sanctuary Advisors first reported a position in LODI in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.88M in Q2 2026. 19 funds tracked by Wall St. Rank hold LODI as of Q3 2026.

  • Sanctuary Advisors held 75,226 shares of AAM SLC Low Duration Income ETF worth $1.87M as of Q3 2026.
  • Sanctuary Advisors bought 718 AAM SLC Low Duration Income ETF shares in Q3 2026, an estimated $18.1K.
  • AAM SLC Low Duration Income ETF made up 0.01% of Sanctuary Advisors's portfolio in Q3 2026, its #1157 holding.
  • Sanctuary Advisors first reported a position in AAM SLC Low Duration Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Sanctuary Advisors's AAM SLC Low Duration Income ETF position peaked at $1.88M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q3 2026.

Based on Sanctuary Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.