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OAEMOAEM
12 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in UNIFIED SER TR

Yes. Envestnet Portfolio Solutions holds 6,591 shares of OAEM, worth $328,795, as of its Q2 2026 13F filing. It increased the position by 23 shares (+0.4%) from Q1 2026. Envestnet Portfolio Solutions has held OAEM in every 13F on record since Q3 2023, 12 quarterly filings.

Current Value

$328,795

Current Shares

6,591

Total Value Change

+$45,637

Total Shares Change

-3,977

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6,591
+0.3%
$328,7950.0%$49.89
24
2026-Q1
Decreased
6,568
-53.7%
$264,7940.0%$41.99
0
2025-Q4
Increased
14,198
+23.1%
$520,0730.0%$36.68
29
2025-Q3
Decreased
11,534
-21.2%
$397,0000.0%$33.98
0
2025-Q2
Decreased
14,643
-11.8%
$473,8470.0%$31.97
0
2025-Q1
Increased
16,609
+7.6%
$476,9960.0%$28.65
26
2024-Q4
Increased
15,435
+4.3%
$449,8390.0%$29.10
25
2024-Q3
Decreased
14,802
-27.3%
$453,0200.0%$30.78
0
2024-Q2
Decreased
20,362
-1.2%
$619,0050.0%$29.89
0
2024-Q1
Increased
20,600
+48.6%
$617,4250.0%$29.47
34
2023-Q4
Increased
13,860
+31.1%
$405,8210.0%$28.79
30
2023-Q3
First report
10,568
-
$283,1580.0%$25.92
0

Other major holders of OAEM: ASSETMARK, INC, JANE STREET GROUP, LLC, ENVESTNET ASSET MANAGEMENT INC

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