AI
OASC

Atria Investments’s OneAscent Enhanced Small and Mid Cap ETF OASC Stock Holding History

Atria Investments’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
Q2 		$4.35M Buy
120,899
+12,981
+12% +$433K 0.04% 430
2026
Q1 		$3.22M Buy
107,918
+4,847
+5% +$147K 0.04% 517
2025
Q4 		$3.04M Sell
103,071
-319,450
-76% -$9.24M 0.03% 559
2025
Q3 		$12.1M Buy
422,521
+80,171
+23% +$2.19M 0.14% 149
2025
Q2 		$8.91M Buy
342,350
+55,389
+19% +$1.36M 0.11% 218
2025
Q1 		$7.09M Sell
286,961
-21,461
-7% -$573K 0.09% 257
2024
Q4 		$8.38M Buy
308,422
+109,094
+55% +$3.08M 0.1% 226
2024
Q3 		$5.53M Buy
199,328
+51,026
+34% +$1.36M 0.07% 326
2024
Q2 		$3.71M Buy
+148,302
New +$3.66M 0.05% 430

Other funds holding OASC

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return

Atria Investments's OASC Position: Q2 2026 in Review

Atria Investments increased its OneAscent Enhanced Small and Mid Cap ETF (OASC) stake by 12% in Q2 2026, buying an estimated $433K and bringing the position to 120,899 shares worth $4.35M. The position accounts for 0.04% of the portfolio, ranked #430.

Atria Investments first reported a position in OASC in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.1M in Q3 2025. 8 funds tracked by Wall St. Rank hold OASC as of Q2 2026.

  • Atria Investments held 120,899 shares of OneAscent Enhanced Small and Mid Cap ETF worth $4.35M as of Q2 2026.
  • Atria Investments bought 12,981 OneAscent Enhanced Small and Mid Cap ETF shares in Q2 2026, an estimated $433K.
  • OneAscent Enhanced Small and Mid Cap ETF made up 0.04% of Atria Investments's portfolio in Q2 2026, its #430 holding.
  • Atria Investments first reported a position in OneAscent Enhanced Small and Mid Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • Atria Investments's OneAscent Enhanced Small and Mid Cap ETF position peaked at $12.1M in Q3 2025.
  • 8 funds tracked by Wall St. Rank held OneAscent Enhanced Small and Mid Cap ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.