TrustWell Financial Advisors »

Unified Ser Tr shares owned by TrustWell Financial Advisors

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

Historical chart of TrustWell Financial Advisors investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by TrustWell Financial Advisors 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 TrustWell Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $390k 8.2k 47.83

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avan U S Qua Etf (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Regency Centers Corporation (REG)
American Centy Etf Tr Avantis All Int (AVNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Blackrock Etf Trust Ii Ishar Inter Etf (INMU)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
First Tr Exchange-traded Nat Gas Etf (FCG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for TrustWell Financial Advisors

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