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Unified Ser Tr shares owned by Security Financial Services

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

Historical chart of Security Financial Services investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unified Ser Tr by Security Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 4.5k 47.83

More positions owned by Security Financial Services

Spdr Series Trust St Str P500etf (SPYM)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Blackrock Etf Trust Isha Syst Al Etf (IALT)
Apple (AAPL)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Mbs Etf (MBB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Security Financial Services

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