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
Q1 		$12.1K Buy
+473
New +$12.2K ﹤0.01% 8268

Other funds holding LOTI

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 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
AG
AmeriFlex Group Las Vegas, Nevada $198M AUM 27.84% 1-Year Est. Return

UBS Group's LOTI Position: Q1 2026 in Review

UBS Group opened a new position in Liberty One Tactical Income ETF (LOTI) in Q1 2026: 473 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #8268 among its holdings.

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

  • UBS Group held 473 shares of Liberty One Tactical Income ETF worth $12.1K as of Q1 2026.
  • Liberty One Tactical Income ETF was a new UBS Group position in Q1 2026.
  • Liberty One Tactical Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8268 holding.
  • 6 funds tracked by Wall St. Rank held Liberty One Tactical Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.