RFG Advisory »

Unified Ser Tr shares owned by RFG Advisory

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

Historical chart of RFG Advisory investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Unified Ser Tr by RFG Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 33k 32.13
2023-12-31 $1.0M 34k 30.40
2023-09-30 $871k 31k 28.54
2023-06-30 $926k 30k 30.74
2023-03-31 $590k 20k 29.50
2022-12-31 $365k 12k 29.41
2022-09-30 $293k 12k 24.86

More positions owned by RFG Advisory

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Active Bd Etf (BOND)
Apple (AAPL)

View all positions for RFG Advisory

Top funds holding Unified Ser Tr

Atria Investments
OneAscent Financial Services
OneAscent Wealth Management
Kestra Advisory Services
Cambridge Investment Research Advisors
Gts Securities
Jane Street
Intl Fcstone
RFG Advisory
Citadel Advisors
Bank Of Montreal
Patron Partners Advisors
Firestone Capital Management

View all funds holding Unified Ser Tr