ACA
OASC

Aptus Capital Advisors’s OneAscent Enhanced Small and Mid Cap ETF OASC Stock Holding History

Aptus Capital Advisors’s Portfolio OASC Stock Details OASC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.9K Buy
1,843
+10
+0.5% +$303 ﹤0.01% 1263
2025
Q4 		$54K Buy
1,833
+104
+6% +$3.01K ﹤0.01% 1282
2025
Q3 		$49.4K Buy
1,729
+108
+7% +$2.96K ﹤0.01% 1231
2025
Q2 		$42.2K Buy
+1,621
New +$39.8K ﹤0.01% 1205

Other funds holding OASC

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 $9.98B AUM 26.5% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OIS
OneAscent Investment Solutions Birmingham, Alabama $100M AUM 15.97% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Aptus Capital Advisors increased its OneAscent Enhanced Small and Mid Cap ETF (OASC) stake by 0.55% in Q1 2026, buying an estimated $303 and bringing the position to 1,843 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Aptus Capital Advisors first reported a position in OASC in Q2 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold OASC as of Q1 2026.

  • Aptus Capital Advisors held 1,843 shares of OneAscent Enhanced Small and Mid Cap ETF worth $54.9K as of Q1 2026.
  • Aptus Capital Advisors bought 10 OneAscent Enhanced Small and Mid Cap ETF shares in Q1 2026, an estimated $303.
  • OneAscent Enhanced Small and Mid Cap ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1263 holding.
  • Aptus Capital Advisors first reported a position in OneAscent Enhanced Small and Mid Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held OneAscent Enhanced Small and Mid Cap ETF as of Q1 2026.

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