Stirlingshire Investments’s AAM SLC Low Duration Income ETF LODI Stock Holding History

Stirlingshire Investments’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	$231K	Buy	+9,132	New	+$230K	0.17%	194

Other funds holding LODI

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Stirlingshire Investments's LODI Position: Q2 2026 in Review

Stirlingshire Investments opened a new position in AAM SLC Low Duration Income ETF (LODI) in Q2 2026: 9,132 shares worth $231K. The stake represents 0.17% of the portfolio and ranks #194 among its holdings.

18 funds tracked by Wall St. Rank hold LODI as of Q2 2026.

Stirlingshire Investments held 9,132 shares of AAM SLC Low Duration Income ETF worth $231K as of Q2 2026.
AAM SLC Low Duration Income ETF was a new Stirlingshire Investments position in Q2 2026.
AAM SLC Low Duration Income ETF made up 0.17% of Stirlingshire Investments's portfolio in Q2 2026, its #194 holding.
18 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q2 2026.

Based on Stirlingshire Investments's 13F filing for Q2 2026, filed 31 Jul 2026.