OEF
Congressional Trades
No congressional trades in OEF on record.
Whale Activity
- Increased0
- New0
- Held0
- Decreased0
- Closed0
- No prior filing1
| Filer | Shares | Value | Change |
|---|---|---|---|
| Global Wealth Strategies & Associates | 7,871 | $3.0M | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
No insider transactions on record.
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Amplius Aggressive Asset Allocation ETF EA Series Trust | 78.7K | $29.0M | 10.44% | Jul 31, 2026 |
| Morningstar Growth ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 61.9K | $22.7M | 7.03% | Jun 30, 2026 |
| Morningstar Aggressive Growth ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 53.4K | $19.5M | 7.43% | Jun 30, 2026 |
| PFG BR Target Allocation Equity Strategy Fund Northern Lights Fund Trust | 41.0K | $15.1M | 2.99% | Jul 31, 2026 |
| Morningstar Balanced ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 30.5K | $11.2M | 6.10% | Jun 30, 2026 |
| Morningstar Income and Growth ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 5,945 | $2.2M | 4.07% | Jun 30, 2026 |
| Morningstar Conservative ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 1,740 | $637K | 2.08% | Jun 30, 2026 |
| Spectrum Active Advantage Fund Advisors Preferred Trust | 1,600 | $509K | 5.07% | Mar 31, 2026 |
| Alpha Architect US Equity 3 ETF EA Series Trust | 542 | $172K | 0.05% | Mar 31, 2026 |
| Warren Street Global Equity ETF EA Series Trust | 70 | $26K | 0.04% | Jul 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list OEF's shares (CUSIP 464287101), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming OEF as the client.
Government Contracts
No federal contract awards found for OEF.
U.S. Patents
No USPTO patent applications found for OEF.
Annual Financials
No annual XBRL figures on record for OEF. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in OEF's price history.
Material Events (8-K)
No 8-K filings on record.
About OEF
No company profile on record.