UBS Group
LODI

UBS Group’s AAM SLC Low Duration Income ETF LODI Stock Holding History

UBS 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
2025
Q2 		– Sell
-71
Closed -$1.78K – 11072
2025
Q1 		$1.78K Buy
+71
New +$1.78K ﹤0.01% 9445

Other funds holding LODI

SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

UBS Group's LODI Position: Q2 2025 in Review

UBS Group sold out of AAM SLC Low Duration Income ETF (LODI) in Q2 2025, closing a stake of 71 shares — an estimated $1.78K sold.

UBS Group first reported a position in LODI in Q1 2025 and held it in 1 quarter. The position peaked at $1.78K in Q1 2025. 6 funds tracked by Wall St. Rank hold LODI as of Q2 2025.

  • UBS Group reported no remaining AAM SLC Low Duration Income ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 71 AAM SLC Low Duration Income ETF shares in Q2 2025, an estimated $1.78K.
  • UBS Group first reported a position in AAM SLC Low Duration Income ETF in Q1 2025 and held it in 1 quarter.
  • UBS Group's AAM SLC Low Duration Income ETF position peaked at $1.78K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.