Blue Trust Inc’s OneAscent Core Plus Bond ETF OACP Stock Holding History

Blue Trust Inc’s Portfolio OACP Stock Details OACP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.45K	Buy	+196	New	+$4.51K	﹤0.01%	2008

Other funds holding OACP

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return

Patron Partners Houston, Texas $226M AUM 21.26% 1-Year Est. Return

OneAscent Investment Solutions Birmingham, Alabama $100M AUM 15.97% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 $38.8B AUM 21.88% 1-Year Est. Return

Blue Trust Inc's OACP Position: Q1 2026 in Review

Blue Trust Inc opened a new position in OneAscent Core Plus Bond ETF (OACP) in Q1 2026: 196 shares worth $4.45K. The stake represents ﹤0.01% of the portfolio and ranks #2008 among its holdings.

28 funds tracked by Wall St. Rank hold OACP as of Q1 2026.

Blue Trust Inc held 196 shares of OneAscent Core Plus Bond ETF worth $4.45K as of Q1 2026.
OneAscent Core Plus Bond ETF was a new Blue Trust Inc position in Q1 2026.
OneAscent Core Plus Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #2008 holding.
28 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.