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Unified Ser Tr shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of Unified Ser Tr (OALC) shares owned by Aptus Capital Advisors from 13F filings

Historical chart of Aptus Capital Advisors investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $96k 2.8k 34.81
2025-06-30 $85k 2.6k 32.45

More positions owned by Aptus Capital Advisors

Ishares Tr Iboxx Hi Yd Etf (HYG)
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Doordash Cl A (DASH)
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NVIDIA Corporation (NVDA)
Thermo Fisher Scientific (TMO)
Apple (AAPL)
Microsoft Corporation Put Option (MSFT)
salesforce (CRM)
Tesla Motors (TSLA)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Eli Lilly & Co. (LLY)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)

View all positions for Aptus Capital Advisors

Top funds holding Unified Ser Tr

OneAscent Financial Services
OneAscent Wealth Management
Atria Investments
OneAscent Family Office
Patron Partners Advisors
TrueWealth Advisors
Cambridge Investment Research Advisors
RFG Advisory
First Heartland Consultants
Envestnet Asset Management
LPL Financial
OneAscent Investment Solutions
Jones Financial Companies, L.L
Meriwether Wealth & Planning
Susquehanna International

View all funds holding Unified Ser Tr