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Unified Ser Tr shares owned by Investment Research Partners

Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Investment Research Partners from 13F filings

Historical chart of Investment Research Partners investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unified Ser Tr by Investment Research Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 72k 40.66

More positions owned by Investment Research Partners

NVIDIA Corporation (NVDA)
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Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Ishares Tr National Mun Etf (MUB)
Unified Ser Tr Oneascent Intl (OAIM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Investment Research Partners

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