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Unified Ser Tr shares owned by OneAscent Family Office

Quarter-by-quarter ownership of Unified Ser Tr (OACP) shares owned by OneAscent Family Office from 13F filings

Historical chart of OneAscent Family Office investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by OneAscent Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by OneAscent Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.6M 374k 23.06
2025-06-30 $8.1M 354k 22.78
2025-03-31 $8.2M 358k 22.79

More positions owned by OneAscent Family Office

Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Core P (OACP)
Select Sector Spdr Tr Energy (XLE)
Unified Ser Tr Oneascent Large (OALC)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Jpmorgan Usd Emg (EMB)
Etf Opportunities Trust Applied Fina Val (VSLU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Unified Ser Tr Oneascent Emgrg (OAEM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Blackrock Etf Trust Dynamic Eqty Act
NVIDIA Corporation (NVDA)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Broadcom (AVGO)

View all positions for OneAscent Family Office

Top funds holding Unified Ser Tr

OneAscent Financial Services
OneAscent Wealth Management
Atria Investments
OneAscent Family Office
Patron Partners Advisors
OneAscent Investment Solutions
RFG Advisory
Cambridge Investment Research Advisors
Citadel Advisors
First Heartland Consultants
Meriwether Wealth & Planning
IFP Advisors
Envestnet Asset Management
Merit Financial Group
Dynamic Advisors Solutions

View all funds holding Unified Ser Tr