Cambridge Investment Research Advisors
OASC

Cambridge Investment Research Advisors’s OneAscent Enhanced Small and Mid Cap ETF OASC Stock Holding History

Cambridge Investment Research 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
Q2 		$376K Sell
10,456
-6,700
-39% -$224K ﹤0.01% 3235
2026
Q1 		$511K Sell
17,156
-394
-2% -$11.9K ﹤0.01% 2790
2025
Q4 		$517K Buy
17,550
+8,959
+104% +$259K ﹤0.01% 2690
2025
Q3 		$245K Buy
+8,591
New +$235K ﹤0.01% 3311

Other funds holding OASC

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 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 $198M AUM 34.53% 1-Year Est. Return
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 22.96% 1-Year Est. Return
OIS
OneAscent Investment Solutions Birmingham, Alabama $106M AUM 27.3% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Cambridge Investment Research Advisors reduced its OneAscent Enhanced Small and Mid Cap ETF (OASC) stake by 39% in Q2 2026, selling an estimated $224K and leaving 10,456 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #3235.

Cambridge Investment Research Advisors first reported a position in OASC in Q3 2025 and has held it in 4 quarters since. The position peaked at $517K in Q4 2025. 14 funds tracked by Wall St. Rank hold OASC as of Q2 2026.

  • Cambridge Investment Research Advisors held 10,456 shares of OneAscent Enhanced Small and Mid Cap ETF worth $376K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 6,700 OneAscent Enhanced Small and Mid Cap ETF shares in Q2 2026, an estimated $224K.
  • OneAscent Enhanced Small and Mid Cap ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3235 holding.
  • Cambridge Investment Research Advisors first reported a position in OneAscent Enhanced Small and Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Cambridge Investment Research Advisors's OneAscent Enhanced Small and Mid Cap ETF position peaked at $517K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held OneAscent Enhanced Small and Mid Cap ETF as of Q2 2026.

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