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Unified Ser Tr absolute core shares owned by VisionPoint Advisory Group

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

Historical chart of VisionPoint Advisory Group 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 VisionPoint Advisory Group 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 VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $121k 3.7k 32.76
2024-06-30 $28k 920 29.97

More positions owned by VisionPoint Advisory Group

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Philip Morris International (PM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Ser Tr S&p Divid Etf (SDY)
Deere & Company (DE)
Ishares Tr Mortge Rel Etf (REM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)
Baxter International (BAX)
Fiserv (FI)
Avantor (AVTR)
Apple (AAPL)

View all positions for VisionPoint Advisory Group

Top funds holding Unified Ser Tr absolute core

Tectonic Advisors
Beacon Pointe Advisors
St. James Investment Company
Envestnet Asset Management
Resources Investment Advisors
Mainstay Capital Management
Raymond James & Associates
Castleview Partners
Fullcircle Wealth
49 Wealth Management
VisionPoint Advisory Group
Nelson, Van Denburg & Campbell Wealth Management

View all funds holding Unified Ser Tr absolute core