Security Financial Services »

Unified Ser Tr shares owned by Security Financial Services

Quarter-by-quarter ownership of Unified Ser Tr (OALC) 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Unified Ser Tr by Security Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $342k 9.8k 34.81

More positions owned by Security Financial Services

Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Thema (THRO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Mbs Etf (MBB)

View all positions for Security Financial Services

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