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Unified Ser Tr shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of Unified Ser Tr (OASC) 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 $49k 1.7k 28.54
2025-06-30 $42k 1.6k 26.03

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View all positions for Aptus Capital Advisors

Top funds holding Unified Ser Tr

OneAscent Financial Services
Atria Investments
OneAscent Wealth Management
First Heartland Consultants
OneAscent Family Office
OneAscent Investment Solutions
Strategic Blueprint
Cambridge Investment Research Advisors
Plan A Wealth
IFP Advisors
Aptus Capital Advisors
UBS Group

View all funds holding Unified Ser Tr