UBS Group
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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
2026
Q3 		$9.45K Buy
+380
New +$9.6K ﹤0.01% 9138
2025
Q2 		– Sell
-71
Closed -$1.78K – 11073
2025
Q1 		$1.78K Buy
+71
New +$1.78K ﹤0.01% 9445

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
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 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

UBS Group's LODI Position: Q3 2026 in Review

UBS Group opened a new position in AAM SLC Low Duration Income ETF (LODI) in Q3 2026: 380 shares worth $9.45K. The stake represents ﹤0.01% of the portfolio and ranks #9138 among its holdings. This is a return to the name: UBS Group previously reported a position in LODI as recently as Q1 2025.

UBS Group first reported a position in LODI in Q1 2025 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold LODI as of Q3 2026.

  • UBS Group held 380 shares of AAM SLC Low Duration Income ETF worth $9.45K as of Q3 2026.
  • AAM SLC Low Duration Income ETF was a new UBS Group position in Q3 2026.
  • AAM SLC Low Duration Income ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #9138 holding.
  • UBS Group first reported a position in AAM SLC Low Duration Income ETF in Q1 2025 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.