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 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 $970M AUM 12.15% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AmeriFlex Group Las Vegas, Nevada $198M AUM 27.84% 1-Year Est. Return

Harbour Investments's LOTI Position: Q1 2026 in Review

Harbour Investments increased its Liberty One Tactical Income ETF (LOTI) stake by 28% in Q1 2026, buying an estimated $8.12M and bringing the position to 1,435,556 shares worth $36.7M. The position accounts for 0.57% of the portfolio, ranked #33.

Harbour Investments first reported a position in LOTI in Q4 2025 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold LOTI as of Q1 2026.

Harbour Investments held 1,435,556 shares of Liberty One Tactical Income ETF worth $36.7M as of Q1 2026.
Harbour Investments bought 315,064 Liberty One Tactical Income ETF shares in Q1 2026, an estimated $8.12M.
Liberty One Tactical Income ETF made up 0.57% of Harbour Investments's portfolio in Q1 2026, its #33 holding.
Harbour Investments first reported a position in Liberty One Tactical Income ETF in Q4 2025 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Liberty One Tactical Income ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.