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Unified Ser Tr shares owned by Proficio Capital Partners

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

Historical chart of Proficio Capital Partners investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unified Ser Tr by Proficio Capital Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $15M 305k 49.89

More positions owned by Proficio Capital Partners

Spdr Series Trust St Sho Treas Etf (SPTS)
Ishares Gold Tr Ishares New (IAU)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Bitwise Funds Trust Prof Curr De Etf (BPRO)
Ishares Tr Russell 3000 Etf (IWV)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Spdr Series Trust St Str Bl 12 Etf (BILS)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Msci Emrg Chn (EMXC)
First Tr Exchange Traded Rba Indl Etf (AIRR)

View all positions for Proficio Capital Partners

Top funds holding Unified Ser Tr

OneAscent Financial Services
OneAscent Wealth Management
Proficio Capital Partners
Atria Investments
OneAscent Family Office
Jane Street
Inspire Advisors
Envestnet Asset Management
Old Mission Capital
First Heartland Consultants
Patron Partners Advisors
Frontier Asset Management
RFG Advisory
ValMark Advisers
OneAscent Investment Solutions

View all funds holding Unified Ser Tr