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Unified Ser Tr shares owned by First Heartland Consultants

Quarter-by-quarter ownership of Unified Ser Tr (OAEM) shares owned by First Heartland Consultants from 13F filings

Historical chart of First Heartland Consultants investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by First Heartland Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 39k 36.63
2025-09-30 $727k 21k 34.42
2025-06-30 $668k 21k 32.36
2025-03-31 $537k 19k 28.72
2024-12-31 $530k 18k 29.14

More positions owned by First Heartland Consultants

Etf Ser Solutions Aptus Collared (ACIO)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Short Trm Bond (BSV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Pimco Etf Tr Multisector Bd (PYLD)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Ea Series Trust Freedoom 100 Em (FRDM)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for First Heartland Consultants

Top funds holding Unified Ser Tr

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

View all funds holding Unified Ser Tr