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Unified Ser Tr shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Unified Ser Tr

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

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Quarterly reported holdings in Unified Ser Tr by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 70k 40.22

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View all positions for Pensionmark Financial Group

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