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Unified Ser Tr absolute core shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners 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 Wealthsource Partners 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $364k 13k 28.36
2023-09-30 $350k 13k 27.36

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

Top funds holding Unified Ser Tr absolute core

Tectonic Advisors
Beacon Pointe Advisors
St. James Investment Company
Resources Investment Advisors
Envestnet Asset Management
Mainstay Capital Management
Raymond James & Associates
Fullcircle Wealth
Castleview Partners
Citadel Advisors
Susquehanna International
49 Wealth Management
Jane Street
VisionPoint Advisory Group
Advisor Group Holdings

View all funds holding Unified Ser Tr absolute core