SWASL
LODI

Spartan Wealth Advisory Services LLC’s AAM SLC Low Duration Income ETF LODI Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$6.58M Buy
261,316
+29,591
+13% +$747K 0.54% 49
2026
Q1 		$5.84M Buy
+231,725
New +$5.87M 0.51% 49

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
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

Spartan Wealth Advisory Services LLC's LODI Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its AAM SLC Low Duration Income ETF (LODI) stake by 13% in Q2 2026, buying an estimated $747K and bringing the position to 261,316 shares worth $6.58M. The position accounts for 0.54% of the portfolio, ranked #49.

Spartan Wealth Advisory Services LLC 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.

  • Spartan Wealth Advisory Services LLC held 261,316 shares of AAM SLC Low Duration Income ETF worth $6.58M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 29,591 AAM SLC Low Duration Income ETF shares in Q2 2026, an estimated $747K.
  • AAM SLC Low Duration Income ETF made up 0.54% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #49 holding.
  • Spartan Wealth Advisory Services LLC 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 Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.