IFP Advisors »

Unified Ser Tr shares owned by IFP Advisors

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

Historical chart of IFP Advisors investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by IFP 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 IFP Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $395k 12k 34.42
2025-06-30 $488k 15k 32.36
2025-03-31 $746k 26k 28.72
2024-12-31 $687k 24k 29.14
2024-09-30 $482k 16k 30.61
2024-06-30 $61k 2.0k 30.40

More positions owned by IFP Advisors

Apple cs (AAPL)
Nvidia Corporation cs (NVDA)
Vanguard Index Fds Growth Etf cs (VUG)
Spdr S&p 500 Etf Tr Tr cs (SPY)
Invesco Qqq Tr cs (QQQ)
Microsoft Corp cs (MSFT)
Ishares Tr S&p 500 Grwt Etf cs (IVW)
Spdr Series Trust Portfolio S&p500 cs (SPLG)
Ishares Gold Tr Ishares mc (IAU)
Amazon cs (AMZN)
Ishares Tr Core S&p500 Etf cs (IVV)
Ishares Tr S&p 100 Etf cs (OEF)
Wisdomtree Tr Us Qtly Div Grt mc (DGRW)
Spdr Index cs (SPDW)
Vanguard Index Fds S&p 500 Etf mc (VOO)

View all positions for IFP 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