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Unified Ser Tr shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Unified Ser Tr (OAEM) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $533k 11k 49.89

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Qim Us Large Cap (SEIM)
Sei Exchange Traded Funds Qim Us Large Val (SEIV)
Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE)
Sei Exchange Traded Funds Qim Us Lrg Cap Q (SEIQ)
Sei Exchange Traded Funds Sele Smal Ca Etf (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us High Prof Etf (DUHP)

View all positions for Summit Wealth Group Llc / Co

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