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Unified Ser Tr shares owned by Change Path

Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Change Path from 13F filings

Historical chart of Change Path investment in Unified Ser Tr

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All positions including Unified Ser Tr held by Change Path consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Change Path

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.6M 214k 40.22
2025-06-30 $8.2M 214k 38.19
2025-03-31 $7.0M 208k 33.42
2024-12-31 $1.8M 57k 32.12

More positions owned by Change Path

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Vanguard Index Fds Growth Etf (VUG)
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Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Advisorshares Tr Star Glob Buyw (VEGA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Change Path

Top funds holding Unified Ser Tr

OneAscent Financial Services
Atria Investments
OneAscent Wealth Management
Plan A Wealth
OneAscent Family Office
Change Path
Citadel Advisors
ValMark Advisers
Investment Research Partners
Pensionmark Financial Group
Envestnet Asset Management
OneAscent Investment Solutions
Inspire Advisors
Jane Street
RFG Advisory

View all funds holding Unified Ser Tr