AG
LOTI

AmeriFlex Group’s Liberty One Tactical Income ETF LOTI Stock Holding History

AmeriFlex Group’s Portfolio LOTI Stock Details LOTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.45K Buy
+252
New +$6.5K ﹤0.01% 797

Other funds holding LOTI

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AmeriFlex Group's LOTI Position: Q1 2026 in Review

AmeriFlex Group opened a new position in Liberty One Tactical Income ETF (LOTI) in Q1 2026: 252 shares worth $6.45K. The stake represents ﹤0.01% of the portfolio and ranks #797 among its holdings.

6 funds tracked by Wall St. Rank hold LOTI as of Q1 2026.

  • AmeriFlex Group held 252 shares of Liberty One Tactical Income ETF worth $6.45K as of Q1 2026.
  • Liberty One Tactical Income ETF was a new AmeriFlex Group position in Q1 2026.
  • Liberty One Tactical Income ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #797 holding.
  • 6 funds tracked by Wall St. Rank held Liberty One Tactical Income ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.