SLF
LODI

Sun Life Financial’s AAM SLC Low Duration Income ETF LODI Stock Holding History

Sun Life Financial’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 		$50.4M Hold
2,000,000
– – 2.58% 7
2026
Q1 		$50.4M Hold
2,000,000
– – 2.86% 7
2025
Q4 		$50.5M Hold
2,000,000
– – 2.65% 8
2025
Q3 		$50.5M Hold
2,000,000
– – 2.57% 8
2025
Q2 		$50.4M Hold
2,000,000
– – 2.76% 8
2025
Q1 		$50.1M Hold
2,000,000
– – 3.17% 8
2024
Q4 		$50.1M Buy
+2,000,000
New +$50.2M 2.8% 8

Other funds holding LODI

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
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

Sun Life Financial's LODI Position: Q2 2026 in Review

Sun Life Financial held its AAM SLC Low Duration Income ETF (LODI) position steady in Q2 2026 at 2,000,000 shares worth $50.4M. The position accounts for 2.58% of the portfolio, ranked #7.

Sun Life Financial first reported a position in LODI in Q4 2024 and has held it in 7 quarters since. The position peaked at $50.5M in Q4 2025. 18 funds tracked by Wall St. Rank hold LODI as of Q2 2026.

  • Sun Life Financial held 2,000,000 shares of AAM SLC Low Duration Income ETF worth $50.4M as of Q2 2026.
  • Sun Life Financial left its AAM SLC Low Duration Income ETF share count unchanged in Q2 2026.
  • AAM SLC Low Duration Income ETF made up 2.58% of Sun Life Financial's portfolio in Q2 2026, its #7 holding.
  • Sun Life Financial first reported a position in AAM SLC Low Duration Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Sun Life Financial's AAM SLC Low Duration Income ETF position peaked at $50.5M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q2 2026.

Based on Sun Life Financial's 13F filing for Q2 2026, filed 12 Aug 2026.