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Clarity Asset Management’s OneAscent Large Cap Core ETF OALC Stock Holding History

Clarity Asset Management’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 		– Sell
-691
Closed -$23.7K – 211
2026
Q1 		$23.7K Buy
691
+4
+0.6% +$143 0.01% 192
2025
Q4 		$24.4K Sell
687
-42
-6% -$1.48K 0.01% 156
2025
Q3 		$25.4K Hold
729
– – 0.01% 157
2025
Q2 		$23.7K Buy
+729
New +$21.6K 0.01% 166

Other funds holding OALC

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PP
Patron Partners Houston, Texas $260M AUM 31.01% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Clarity Asset Management sold out of OneAscent Large Cap Core ETF (OALC) in Q2 2026, closing a stake of 691 shares — an estimated $23.7K sold.

Clarity Asset Management first reported a position in OALC in Q2 2025 and held it in 4 quarters. The position peaked at $25.4K in Q3 2025. 29 funds tracked by Wall St. Rank hold OALC as of Q2 2026.

  • Clarity Asset Management reported no remaining OneAscent Large Cap Core ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 691 OneAscent Large Cap Core ETF shares in Q2 2026, an estimated $23.7K.
  • Clarity Asset Management first reported a position in OneAscent Large Cap Core ETF in Q2 2025 and held it in 4 quarters.
  • Clarity Asset Management's OneAscent Large Cap Core ETF position peaked at $25.4K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q2 2026.

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