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Unified Ser Tr shares owned by Winnow Wealth

Quarter-by-quarter ownership of Unified Ser Tr (OACP) shares owned by Winnow Wealth from 13F filings

Historical chart of Winnow Wealth investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Winnow Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Winnow Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $154k 6.4k 24.00
2025-03-31 $145k 6.4k 22.78
2024-12-31 $148k 6.6k 22.48

More positions owned by Winnow Wealth

Innovator Equity Managed Floor ETF Etf (SFLR)
FT Vest U.S. Equity Deep Buffer ETF - June Etf (DJUN)
FT Vest U.S. Equity Deep Buffer ETF - July Etf (DJUL)
FT Vest U.S. Equity Deep Buffer ETF - April Etf (DAPR)
FT Vest U.S. Equity Deep Buffer ETF - August Etf (DAUG)
Innovator Defined Wealth Shield ETF Etf (BALT)
Exxon Mobil Corporation (XOM)
Innovator Nasdaq-100 Managed Floor ETF Etf (QFLR)
Innovator U.S. Small Cap Managed Floor ETF Etf (RFLR)
Johnson & Johnson (JNJ)
Credit Suisse Ag Nassau Brh (GLDI)
Applovin Corp Class A (APP)
FT Vest SMID Rising Dividend Achievers Target Income ETF Etf (SDVD)
Fox Corp (FOXA)
Broadcom (AVGO)

View all positions for Winnow Wealth

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