Harbour Investments’s Liberty One Tactical Income ETF LOTI Stock Holding History

Harbour Investments’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	$40.6M	Buy	1,560,574 +125,018	+9%	+$3.23M	0.55%	36
2026 Q1	$36.7M	Buy	1,435,556 +315,064	+28%	+$8.12M	0.57%	33
2025 Q4	$28.3M	Buy	+1,120,492	New	+$28.4M	0.57%	31

Other funds holding LOTI

LOIM

Liberty One Investment Management Libertyville, Illinois $1B AUM 16.53% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AmeriFlex Group Las Vegas, Nevada $245M AUM 37.62% 1-Year Est. Return

Harbour Investments's LOTI Position: Q2 2026 in Review

Harbour Investments increased its Liberty One Tactical Income ETF (LOTI) stake by 8.7% in Q2 2026, buying an estimated $3.23M and bringing the position to 1,560,574 shares worth $40.6M. The position accounts for 0.55% of the portfolio, ranked #36.

Harbour Investments first reported a position in LOTI in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold LOTI as of Q2 2026.

Harbour Investments held 1,560,574 shares of Liberty One Tactical Income ETF worth $40.6M as of Q2 2026.
Harbour Investments bought 125,018 Liberty One Tactical Income ETF shares in Q2 2026, an estimated $3.23M.
Liberty One Tactical Income ETF made up 0.55% of Harbour Investments's portfolio in Q2 2026, its #36 holding.
Harbour Investments first reported a position in Liberty One Tactical Income ETF in Q4 2025 and has held it in 3 quarters since.
5 funds tracked by Wall St. Rank held Liberty One Tactical Income ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.