Liberty One Investment Management’s Liberty One Tactical Income ETF LOTI Stock Holding History

Liberty One Investment Management’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	$2.47M	Sell	95,076 -2,846	-3%	-$73.5K	0.25%	78
2026 Q1	$2.51M	Buy	+97,922	New	+$2.52M	0.26%	72

Other funds holding LOTI

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 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

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

Liberty One Investment Management reduced its Liberty One Tactical Income ETF (LOTI) stake by 2.9% in Q2 2026, selling an estimated $73.5K and leaving 95,076 shares worth $2.47M. The position accounts for 0.25% of the portfolio, ranked #78.

Liberty One Investment Management first reported a position in LOTI in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.51M in Q1 2026. 5 funds tracked by Wall St. Rank hold LOTI as of Q2 2026.

Liberty One Investment Management held 95,076 shares of Liberty One Tactical Income ETF worth $2.47M as of Q2 2026.
Liberty One Investment Management sold 2,846 Liberty One Tactical Income ETF shares in Q2 2026, an estimated $73.5K.
Liberty One Tactical Income ETF made up 0.25% of Liberty One Investment Management's portfolio in Q2 2026, its #78 holding.
Liberty One Investment Management first reported a position in Liberty One Tactical Income ETF in Q1 2026 and has held it in 2 quarters since.
Liberty One Investment Management's Liberty One Tactical Income ETF position peaked at $2.51M in Q1 2026.
5 funds tracked by Wall St. Rank held Liberty One Tactical Income ETF as of Q2 2026.

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