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Unified Ser Tr shares owned by First Heartland Consultants

Quarter-by-quarter ownership of Unified Ser Tr (OALC) shares owned by First Heartland Consultants from 13F filings

Historical chart of First Heartland Consultants investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by First Heartland Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 65k 34.81
2025-06-30 $2.1M 64k 32.45
2025-03-31 $524k 18k 28.58

More positions owned by First Heartland Consultants

Etf Ser Solutions Aptus Collared (ACIO)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Bd Index Short Trm Bond (BSV)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Ishares S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for First Heartland Consultants

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