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Unified Ser Tr absolute core shares owned by LPL Financial

Quarter-by-quarter ownership of Unified Ser Tr absolute core (ABEQ) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Unified Ser Tr absolute core

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr absolute core held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr absolute core by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 181k 36.08
2025-06-30 $2.6M 77k 34.29
2025-03-31 $726k 21k 34.08

More positions owned by LPL Financial

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

Top funds holding Unified Ser Tr absolute core

Tectonic Advisors
Beacon Pointe Advisors
St. James Investment Company
LPL Financial
Advisor Group Holdings
Mainstay Capital Management
Envestnet Asset Management
Resources Investment Advisors
Global View Capital Management
Raymond James Financial
Fullcircle Wealth
Castleview Partners
Gts Securities
Citadel Advisors
CIBC World Markets

View all funds holding Unified Ser Tr absolute core