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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Liberty One Investment Management Libertyville, Illinois $1B AUM 16.53% 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

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.