LOIM
LOTI

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
Q1 		$2.51M Buy
+97,922
New +$2.52M 0.26% 72

Other funds holding LOTI

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
AmeriFlex Group Las Vegas, Nevada $198M AUM 27.84% 1-Year Est. Return

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

Liberty One Investment Management opened a new position in Liberty One Tactical Income ETF (LOTI) in Q1 2026: 97,922 shares worth $2.51M. The stake represents 0.26% of the portfolio and ranks #72 among its holdings.

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

  • Liberty One Investment Management held 97,922 shares of Liberty One Tactical Income ETF worth $2.51M as of Q1 2026.
  • Liberty One Tactical Income ETF was a new Liberty One Investment Management position in Q1 2026.
  • Liberty One Tactical Income ETF made up 0.26% of Liberty One Investment Management's portfolio in Q1 2026, its #72 holding.
  • 6 funds tracked by Wall St. Rank held Liberty One Tactical Income ETF as of Q1 2026.

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