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

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

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 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. 6 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.
6 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.