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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
Mainstay Capital Management
Gts Securities
Castleview Partners
Raymond James & Associates
Wealthsource Partners
Parallel Advisors
Advisor Group Holdings
Nelson, Van Denburg & Campbell Wealth Management
UBS Group

View all funds holding Unified Ser Tr absolute core