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Aptus Capital Advisors’s OneAscent Large Cap Core ETF OALC Stock Holding History

Aptus Capital Advisors’s Portfolio OALC Stock Details OALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$99.1K Buy
2,893
+49
+2% +$1.75K ﹤0.01% 1151
2025
Q4 		$101K Buy
2,844
+77
+3% +$2.71K ﹤0.01% 1177
2025
Q3 		$96.3K Buy
2,767
+162
+6% +$5.45K ﹤0.01% 1130
2025
Q2 		$84.5K Buy
+2,605
New +$77.3K ﹤0.01% 1108

Other funds holding OALC

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
PP
Patron Partners Houston, Texas $226M AUM 21.26% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aptus Capital Advisors's OALC Position: Q1 2026 in Review

Aptus Capital Advisors increased its OneAscent Large Cap Core ETF (OALC) stake by 1.7% in Q1 2026, buying an estimated $1.75K and bringing the position to 2,893 shares worth $99.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Aptus Capital Advisors first reported a position in OALC in Q2 2025 and has held it in 4 quarters since. The position peaked at $101K in Q4 2025. 29 funds tracked by Wall St. Rank hold OALC as of Q1 2026.

  • Aptus Capital Advisors held 2,893 shares of OneAscent Large Cap Core ETF worth $99.1K as of Q1 2026.
  • Aptus Capital Advisors bought 49 OneAscent Large Cap Core ETF shares in Q1 2026, an estimated $1.75K.
  • OneAscent Large Cap Core ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1151 holding.
  • Aptus Capital Advisors first reported a position in OneAscent Large Cap Core ETF in Q2 2025 and has held it in 4 quarters since.
  • Aptus Capital Advisors's OneAscent Large Cap Core ETF position peaked at $101K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.