UBS Group
LOTI

UBS Group’s Liberty One Tactical Income ETF LOTI Stock Holding History

UBS Group’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 		– Sell
-473
Closed -$12.1K – 11527
2026
Q1 		$12.1K Buy
+473
New +$12.2K ﹤0.01% 8268

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AG
AmeriFlex Group Las Vegas, Nevada $245M AUM 37.62% 1-Year Est. Return

UBS Group's LOTI Position: Q2 2026 in Review

UBS Group sold out of Liberty One Tactical Income ETF (LOTI) in Q2 2026, closing a stake of 473 shares — an estimated $12.1K sold.

UBS Group first reported a position in LOTI in Q1 2026 and held it in 1 quarter. The position peaked at $12.1K in Q1 2026. 5 funds tracked by Wall St. Rank hold LOTI as of Q2 2026.

  • UBS Group reported no remaining Liberty One Tactical Income ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 473 Liberty One Tactical Income ETF shares in Q2 2026, an estimated $12.1K.
  • UBS Group first reported a position in Liberty One Tactical Income ETF in Q1 2026 and held it in 1 quarter.
  • UBS Group's Liberty One Tactical Income ETF position peaked at $12.1K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Liberty One Tactical Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.