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OALCOALC
5 quarters

Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in UNIFIED SER TR

Yes. Aptus Capital Advisors holds 2,920 shares of OALC, worth $119,818, as of its Q2 2026 13F filing. It increased the position by 27 shares (+0.9%) from Q1 2026. Aptus Capital Advisors has held OALC since Q2 2025, across 5 quarterly 13F filings.

Current Value

$119,818

Current Shares

2,920

Total Value Change

+$35,280

Total Shares Change

+315

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2,920
+0.9%
$119,8180.0%$41.03
22
2026-Q1
Increased
2,893
+1.7%
$99,1470.0%$34.27
22
2025-Q4
Increased
2,844
+2.8%
$100,8200.0%$35.45
22
2025-Q3
Increased
2,767
+6.2%
$96,3140.0%$34.60
23
2025-Q2
New
2,605
-
$84,5380.0%$32.26
30

Other major holders of OALC: ENVESTNET ASSET MANAGEMENT INC, JONES FINANCIAL COMPANIES LLLP, LPL Financial LLC

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