LOIM
EASY

Liberty One Investment Management’s Liberty One Defensive Dividend Growth ETF EASY Stock Holding History

Liberty One Investment Management’s Portfolio EASY Stock Details EASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11M Buy
412,347
+182,284
+79% +$4.84M 1.1% 28
2026
Q1 		$6.12M Buy
+230,063
New +$6.16M 0.63% 40

Other funds holding EASY

MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Liberty One Investment Management's EASY Position: Q2 2026 in Review

Liberty One Investment Management increased its Liberty One Defensive Dividend Growth ETF (EASY) stake by 79% in Q2 2026, buying an estimated $4.84M and bringing the position to 412,347 shares worth $11M. The position accounts for 1.1% of the portfolio, ranked #28.

Liberty One Investment Management first reported a position in EASY in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold EASY as of Q2 2026.

  • Liberty One Investment Management held 412,347 shares of Liberty One Defensive Dividend Growth ETF worth $11M as of Q2 2026.
  • Liberty One Investment Management bought 182,284 Liberty One Defensive Dividend Growth ETF shares in Q2 2026, an estimated $4.84M.
  • Liberty One Defensive Dividend Growth ETF made up 1.1% of Liberty One Investment Management's portfolio in Q2 2026, its #28 holding.
  • Liberty One Investment Management first reported a position in Liberty One Defensive Dividend Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 6 funds tracked by Wall St. Rank held Liberty One Defensive Dividend Growth ETF as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.