WA
LODI

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

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

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.