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Showing 8 of 9 quarters

Position history for OneDigital Investment Advisors LLCOneDigital Investment Advisors LLC's holdings in UNIFIED SER TR

Yes. OneDigital Investment Advisors holds 131,203 shares of ABEQ, worth $4.9M, as of its Q2 2026 13F filing. It reduced the position by 179 shares (-0.1%) from Q1 2026. OneDigital Investment Advisors has held ABEQ since Q2 2024, across 9 quarterly 13F filings.

Current Value

$4.9M

Current Shares

131,203

Total Value Change

+$621,979

Total Shares Change

+1,184

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
131,203
-0.1%
$4.9M0.0%$37.20
0
2026-Q1
Decreased
131,382
-0.9%
$5M0.0%$39.33
0
2025-Q4
Increased
132,522
+0.7%
$4.8M0.0%$36.05
27
2025-Q3
Decreased
131,544
-1.7%
$4.7M0.0%$35.60
0
2025-Q2
Increased
133,815
+0.7%
$4.6M0.1%$33.84
27
2025-Q1
Increased
132,839
+1.0%
$4.5M0.1%$33.37
27
2024-Q4
Increased
131,474
+1.1%
$4.1M0.0%$31.03
27
2024-Q3
Increased
130,019
+6.4%
$4.3M0.0%$32.08
29

Other major holders of ABEQ: Beacon Pointe Advisors, LLC

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