Cambridge Investment Research Advisors’s OneAscent Large Cap Core ETF OALC Stock Holding History

Cambridge Investment Research 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 Q2	$3.12M	Sell	76,081 -7,503	-9%	-$293K	0.01%	1348
2026 Q1	$2.87M	Sell	83,584 -169	-0.2%	-$6.03K	0.01%	1311
2025 Q4	$2.97M	Buy	83,753 +3,019	+4%	+$106K	0.01%	1218
2025 Q3	$2.81M	Sell	80,734 -7,696	-9%	-$259K	0.01%	1249
2025 Q2	$2.87M	Sell	88,430 -6,965	-7%	-$207K	0.01%	1177
2025 Q1	$2.73M	Sell	95,395 -4,418	-4%	-$132K	0.01%	1166
2024 Q4	$2.96M	Sell	99,813 -1,426	-1%	-$42.9K	0.01%	1102
2024 Q3	$2.96M	Sell	101,239 -7,631	-7%	-$215K	0.01%	1089
2024 Q2	$3.04M	Buy	108,870 +2,830	+3%	+$76.5K	0.01%	1023
2024 Q1	$2.9M	Buy	106,040 +22,292	+27%	+$582K	0.01%	1047
2023 Q4	$2.09M	Buy	83,748 +33,069	+65%	+$775K	0.01%	1166
2023 Q3	$1.14M	Buy	50,679 +560	+1%	+$12.9K	0.01%	1480
2023 Q2	$1.15M	Buy	50,119 +3,962	+9%	+$86.4K	0.01%	1510
2023 Q1	$1.02M	Sell	46,157 -19,640	-30%	-$425K	0.01%	1565
2022 Q4	$1.35M	Buy	65,797 +2,313	+4%	+$46.7K	0.01%	1309
2022 Q3	$1.18M	Sell	63,484 -28,715	-31%	-$588K	0.01%	1363
2022 Q2	$1.82M	Buy	+92,199	New	+$1.96M	0.01%	1088

Other funds holding OALC

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

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

Cambridge Investment Research Advisors reduced its OneAscent Large Cap Core ETF (OALC) stake by 9% in Q2 2026, selling an estimated $293K and leaving 76,081 shares worth $3.12M. The position accounts for 0.01% of the portfolio, ranked #1348.

Cambridge Investment Research Advisors first reported a position in OALC in Q2 2022 and has held it in 17 quarters since. 13 funds tracked by Wall St. Rank hold OALC as of Q2 2026.

Cambridge Investment Research Advisors held 76,081 shares of OneAscent Large Cap Core ETF worth $3.12M as of Q2 2026.
Cambridge Investment Research Advisors sold 7,503 OneAscent Large Cap Core ETF shares in Q2 2026, an estimated $293K.
OneAscent Large Cap Core ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1348 holding.
Cambridge Investment Research Advisors first reported a position in OneAscent Large Cap Core ETF in Q2 2022 and has held it in 17 quarters since.
13 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q2 2026.

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