SHP Wealth Management »

Unified Ser Tr shares owned by SHP Wealth Management

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

Historical chart of SHP Wealth Management investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by SHP Wealth Management 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 SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $158k 4.5k 35.45

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)

View all positions for SHP Wealth 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
Envestnet Asset Management
First Heartland Consultants
LPL Financial
Jones Financial Companies, L.L
OneAscent Investment Solutions
Jane Street
Dynamic Advisors Solutions

View all funds holding Unified Ser Tr