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Unified Ser Tr shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $20k 415 47.86

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Unified Ser Tr

OneAscent Financial Services
OneAscent Wealth Management
LPL Financial
Plan A Wealth
Atria Investments
Wealth Enhancement Advisory Services
OneAscent Family Office
Envestnet Asset Management
ValMark Advisers
Pensionmark Financial Group
Inspire Advisors
Investment Research Partners
RFG Advisory
OneAscent Investment Solutions
Patron Partners Advisors

View all funds holding Unified Ser Tr