Waverly Advisors’s AAM SLC Low Duration Income ETF LODI Stock Holding History

Waverly Advisors’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	$1.03M	Buy	+40,900	New	+$1.03M	0.01%	887

Other funds holding LODI

Sun Life Financial Toronto, Ontario, Canada $2.45B AUM 19.54% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.25B AUM

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Guidance Capital Lousville, Kentucky $454M AUM 15.94% 1-Year Est. Return

Waverly Advisors's LODI Position: Q2 2026 in Review

Waverly Advisors opened a new position in AAM SLC Low Duration Income ETF (LODI) in Q2 2026: 40,900 shares worth $1.03M. The stake represents 0.01% of the portfolio and ranks #887 among its holdings.

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

Waverly Advisors held 40,900 shares of AAM SLC Low Duration Income ETF worth $1.03M as of Q2 2026.
AAM SLC Low Duration Income ETF was a new Waverly Advisors position in Q2 2026.
AAM SLC Low Duration Income ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #887 holding.
18 funds tracked by Wall St. Rank held AAM SLC Low Duration Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.