Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s OneAscent Core Plus Bond ETF OACP Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		$2.23M Buy
98,396
+15,995
+19% +$364K 0.01% 1600
2026
Q1 		$1.87M Sell
82,401
-80
-0.1% -$1.84K ﹤0.01% 1635
2025
Q4 		$1.9M Buy
82,481
+6,303
+8% +$146K 0.01% 1565
2025
Q3 		$1.76M Sell
76,178
-10,665
-12% -$244K ﹤0.01% 1597
2025
Q2 		$1.98M Sell
86,843
-4,097
-5% -$92.5K 0.01% 1445
2025
Q1 		$2.07M Buy
90,940
+275
+0.3% +$6.22K 0.01% 1311
2024
Q4 		$2.04M Sell
90,665
-4,379
-5% -$100K 0.01% 1347
2024
Q3 		$2.22M Sell
95,044
-14,006
-13% -$324K 0.01% 1271
2024
Q2 		$2.45M Buy
109,050
+5,187
+5% +$116K 0.01% 1152
2024
Q1 		$2.36M Buy
103,863
+23,343
+29% +$530K 0.01% 1159
2023
Q4 		$1.85M Buy
80,520
+28,081
+54% +$618K 0.01% 1250
2023
Q3 		$1.14M Buy
52,439
+3,262
+7% +$72.7K 0.01% 1482
2023
Q2 		$1.11M Buy
49,177
+4,222
+9% +$96.6K 0.01% 1538
2023
Q1 		$1.04M Buy
+44,955
New +$1.03M 0.01% 1552

Other funds holding OACP

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Investment Research Advisors's OACP Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its OneAscent Core Plus Bond ETF (OACP) stake by 19% in Q2 2026, buying an estimated $364K and bringing the position to 98,396 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #1600.

Cambridge Investment Research Advisors first reported a position in OACP in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.45M in Q2 2024. 16 funds tracked by Wall St. Rank hold OACP as of Q2 2026.

  • Cambridge Investment Research Advisors held 98,396 shares of OneAscent Core Plus Bond ETF worth $2.23M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 15,995 OneAscent Core Plus Bond ETF shares in Q2 2026, an estimated $364K.
  • OneAscent Core Plus Bond ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1600 holding.
  • Cambridge Investment Research Advisors first reported a position in OneAscent Core Plus Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Cambridge Investment Research Advisors's OneAscent Core Plus Bond ETF position peaked at $2.45M in Q2 2024.
  • 16 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.