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Clarity Asset Management’s OneAscent Core Plus Bond ETF OACP Stock Holding History

Clarity Asset Management’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 		– Sell
-253
Closed -$5.75K – 209
2026
Q1 		$5.75K Buy
253
+3
+1% +$69 ﹤0.01% 244
2025
Q4 		$5.77K Buy
250
+2
+0.8% +$46 ﹤0.01% 205
2025
Q3 		$5.71K Buy
248
+3
+1% +$69 ﹤0.01% 202
2025
Q2 		$5.58K Buy
+245
New +$5.53K ﹤0.01% 206

Other funds holding OACP

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
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
PP
Patron Partners Houston, Texas $260M AUM 31.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
OIS
OneAscent Investment Solutions Birmingham, Alabama $106M AUM 27.3% 1-Year Est. Return

Clarity Asset Management's OACP Position: Q2 2026 in Review

Clarity Asset Management sold out of OneAscent Core Plus Bond ETF (OACP) in Q2 2026, closing a stake of 253 shares — an estimated $5.75K sold.

Clarity Asset Management first reported a position in OACP in Q2 2025 and held it in 4 quarters. The position peaked at $5.77K in Q4 2025. 29 funds tracked by Wall St. Rank hold OACP as of Q2 2026.

  • Clarity Asset Management reported no remaining OneAscent Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 253 OneAscent Core Plus Bond ETF shares in Q2 2026, an estimated $5.75K.
  • Clarity Asset Management first reported a position in OneAscent Core Plus Bond ETF in Q2 2025 and held it in 4 quarters.
  • Clarity Asset Management's OneAscent Core Plus Bond ETF position peaked at $5.77K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.