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Unified Ser Tr shares owned by Creative Financial Designs

Quarter-by-quarter ownership of Unified Ser Tr (OACP) shares owned by Creative Financial Designs from 13F filings

Historical chart of Creative Financial Designs investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unified Ser Tr by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.4M 413k 22.72

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View all positions for Creative Financial Designs

Top funds holding Unified Ser Tr

OneAscent Financial Services
OneAscent Wealth Management
Atria Investments
OneAscent Family Office
Creative Financial Designs
Patron Partners Advisors
First Heartland Consultants
OneAscent Investment Solutions
RFG Advisory
Envestnet Asset Management
Cambridge Investment Research Advisors
Dynamic Advisors Solutions
Merit Financial Group
IFP Advisors
Security Financial Services

View all funds holding Unified Ser Tr