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Unified Ser Tr shares owned by OneAscent Wealth Management

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

Historical chart of OneAscent Wealth Management investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unified Ser Tr by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 370k 28.54
2025-06-30 $2.2M 84k 26.02
2025-03-31 $990k 40k 24.68
2024-12-31 $982k 36k 27.18
2024-09-30 $1.0M 37k 27.74
2024-06-30 $619k 25k 25.00

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Small (OASC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Strategy Eventide High Di (ELCV)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ssga Active Tr Spdr Blackstone (HYBL)
Ishares Tr Expanded Tech (IGV)
Vaneck Etf Trust Clo Etf (CLOI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Southern Company (SO)
Ea Series Trust Tbg Dividend Foc (TBG)

View all positions for OneAscent Wealth Management

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