Creative Financial Designs’s OneAscent Core Plus Bond ETF OACP Stock Holding History

Creative Financial Designs’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	$9.39M	Buy	+413,399	New	+$9.4M	0.45%	55

Other funds holding OACP

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

FHC

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TFA

TrustWell Financial Advisors Jacksonville, Florida $118M AUM

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

Creative Financial Designs's OACP Position: Q2 2026 in Review

Creative Financial Designs opened a new position in OneAscent Core Plus Bond ETF (OACP) in Q2 2026: 413,399 shares worth $9.39M. The stake represents 0.45% of the portfolio and ranks #55 among its holdings.

16 funds tracked by Wall St. Rank hold OACP as of Q2 2026.

Creative Financial Designs held 413,399 shares of OneAscent Core Plus Bond ETF worth $9.39M as of Q2 2026.
OneAscent Core Plus Bond ETF was a new Creative Financial Designs position in Q2 2026.
OneAscent Core Plus Bond ETF made up 0.45% of Creative Financial Designs's portfolio in Q2 2026, its #55 holding.
16 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.