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Unified Ser Tr shares owned by Clarity Asset Management

Quarter-by-quarter ownership of Unified Ser Tr (OALC) shares owned by Clarity Asset Management from 13F filings

Historical chart of Clarity Asset Management investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Clarity Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Clarity Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $25k 729 34.81
2025-06-30 $24k 729 32.45

More positions owned by Clarity Asset Management

American Centy Etf Tr Avantis Respon U (AVSU)
Vanguard World Esg Us Stk Etf (ESGV)
American Centy Etf Tr Avantis Responsi (AVSD)
Nushares Etf Tr Nuveen Esg Intl (NUDM)
Ishares Tr Esg Awr Msci Usa (ESGU)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Thrivent Etf Trust Small Mid Cap (TSME)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Bloomberg Short (BWZ)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Enhancd Short (EMNT)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Pimco Etf Tr Muni Income Opp (MINO)
Ishares U S Etf Tr Short Maturity M (MEAR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for Clarity Asset Management

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