Osaic Holdings
LOTI

Osaic Holdings’s Liberty One Tactical Income ETF LOTI Stock Holding History

Osaic Holdings’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 		$20.4K Hold
785
– – ﹤0.01% 6151
2026
Q1 		$20.1K Hold
785
– – ﹤0.01% 5855
2025
Q4 		$19.8K Buy
+785
New +$19.9K ﹤0.01% 5894

Other funds holding LOTI

HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $1B AUM 16.53% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AG
AmeriFlex Group Las Vegas, Nevada $245M AUM 37.62% 1-Year Est. Return

Osaic Holdings's LOTI Position: Q2 2026 in Review

Osaic Holdings held its Liberty One Tactical Income ETF (LOTI) position steady in Q2 2026 at 785 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6151.

Osaic Holdings first reported a position in LOTI in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold LOTI as of Q2 2026.

  • Osaic Holdings held 785 shares of Liberty One Tactical Income ETF worth $20.4K as of Q2 2026.
  • Osaic Holdings left its Liberty One Tactical Income ETF share count unchanged in Q2 2026.
  • Liberty One Tactical Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6151 holding.
  • Osaic Holdings first reported a position in Liberty One Tactical Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held Liberty One Tactical Income ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.