Aptus Capital Advisors »

Unified Ser Tr shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of Unified Ser Tr (OAEM) shares owned by Aptus Capital Advisors from 13F filings

Historical chart of Aptus Capital Advisors investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Unified Ser Tr by Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 498 34.42
2025-06-30 $16k 498 32.33

More positions owned by Aptus Capital Advisors

Ishares Tr Iboxx Hi Yd Etf (HYG)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Doordash Cl A (DASH)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
Thermo Fisher Scientific (TMO)
Apple (AAPL)
Microsoft Corporation Put Option (MSFT)
salesforce (CRM)
Tesla Motors (TSLA)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Eli Lilly & Co. (LLY)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)

View all positions for Aptus Capital Advisors

Top funds holding Unified Ser Tr

OneAscent Financial Services
OneAscent Wealth Management
Atria Investments
OneAscent Family Office
Frontier Asset Management
Patron Partners Advisors
ValMark Advisers
Envestnet Asset Management
OneAscent Investment Solutions
RFG Advisory
First Heartland Consultants
Cambridge Investment Research Advisors
Plan A Wealth
Envestnet Portfolio Solutions
IFP Advisors

View all funds holding Unified Ser Tr