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OACPOACP
4 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in UNIFIED SER TR

ENVESTNET ASSET MANAGEMENT INC holds 141,955 shares of OACP (UNIFIED SER TR), worth $3.2M as of 2026-Q2. The position was increased (+63.6% shares). OACP represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$3.2M

Current Shares

141,955

Total Value Change

+$2.6M

Total Shares Change

+114,827

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
141,955
+63.6%
$3.2M0.0%$22.72
38
2026-Q1
Increased
86,793
+90.4%
$2M0.0%$23.12
41
2025-Q4
Increased
45,586
+68.0%
$1.1M0.0%$23.01
37
2025-Q3
New
27,128
-
$625,5720.0%$22.72
34

Other major holders of OACP: CITADEL ADVISORS LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, JANE STREET GROUP, LLC, JPMORGAN CHASE & CO

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