Spartan Wealth Advisory Services LLC Acquires Shares of 231,725 AAM SLC Low Duration Income ETF $LODI

Spartan Wealth Advisory Services LLC acquired a new position in AAM SLC Low Duration Income ETF (NYSEARCA:LODI) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 231,725 shares of the company’s stock, valued at approximately $5,839,000. Spartan Wealth Advisory Services LLC owned approximately 7.24% of AAM SLC Low Duration Income ETF as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. Jane Street Group LLC purchased a new stake in shares of AAM SLC Low Duration Income ETF during the 1st quarter valued at about $394,000. Osaic Holdings Inc. grew its position in AAM SLC Low Duration Income ETF by 220.1% in the second quarter. Osaic Holdings Inc. now owns 20,519 shares of the company’s stock worth $517,000 after acquiring an additional 14,109 shares in the last quarter. Grantvest Financial Group LLC increased its stake in AAM SLC Low Duration Income ETF by 52.2% during the fourth quarter. Grantvest Financial Group LLC now owns 40,825 shares of the company’s stock worth $1,031,000 after acquiring an additional 14,000 shares during the last quarter. World Investment Advisors bought a new stake in AAM SLC Low Duration Income ETF during the fourth quarter worth approximately $327,000. Finally, LPL Financial LLC raised its position in AAM SLC Low Duration Income ETF by 5.7% during the fourth quarter. LPL Financial LLC now owns 297,253 shares of the company’s stock valued at $7,506,000 after purchasing an additional 15,923 shares during the period.

AAM SLC Low Duration Income ETF Stock Performance

Shares of LODI stock opened at $25.22 on Friday. AAM SLC Low Duration Income ETF has a 1 year low of $25.10 and a 1 year high of $26.57. The stock’s 50 day simple moving average is $25.22 and its two-hundred day simple moving average is $25.28.

AAM SLC Low Duration Income ETF Profile

The AAM SLC Low Duration Income ETF (LODI) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund of income producing, USD-denominated fixed income securities. The fund may hold debt of any maturity but estimates to have an average portfolio duration of three years or less. LODI was launched on Dec 3, 2024 and is issued by Advisors Asset Management.