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
Q2 		$6.56K Hold
252
– – ﹤0.01% 969
2026
Q1 		$6.45K Buy
+252
New +$6.5K ﹤0.01% 797

Other funds holding LOTI

HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $1B AUM 16.53% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AmeriFlex Group's LOTI Position: Q2 2026 in Review

AmeriFlex Group held its Liberty One Tactical Income ETF (LOTI) position steady in Q2 2026 at 252 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

AmeriFlex Group first reported a position in LOTI in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold LOTI as of Q2 2026.

  • AmeriFlex Group held 252 shares of Liberty One Tactical Income ETF worth $6.56K as of Q2 2026.
  • AmeriFlex Group left its Liberty One Tactical Income ETF share count unchanged in Q2 2026.
  • Liberty One Tactical Income ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #969 holding.
  • AmeriFlex Group first reported a position in Liberty One Tactical Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held Liberty One Tactical Income ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.