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
Q1 		$6.12M Buy
+230,063
New +$6.16M 0.63% 40

Other funds holding EASY

MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Liberty One Investment Management's EASY Position: Q1 2026 in Review

Liberty One Investment Management opened a new position in Liberty One Defensive Dividend Growth ETF (EASY) in Q1 2026: 230,063 shares worth $6.12M. The stake represents 0.63% of the portfolio and ranks #40 among its holdings.

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

  • Liberty One Investment Management held 230,063 shares of Liberty One Defensive Dividend Growth ETF worth $6.12M as of Q1 2026.
  • Liberty One Defensive Dividend Growth ETF was a new Liberty One Investment Management position in Q1 2026.
  • Liberty One Defensive Dividend Growth ETF made up 0.63% of Liberty One Investment Management's portfolio in Q1 2026, its #40 holding.
  • 6 funds tracked by Wall St. Rank held Liberty One Defensive Dividend Growth ETF as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.