Creative Financial Designs
OACP icon

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
Q3 		$10.2M Buy
473,466
+60,067
+15% +$1.34M 0.46% 49
2026
Q2 		$9.39M Buy
+413,399
New +$9.4M 0.45% 55

Other funds holding OACP

OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return
OneAscent Wealth Management
OneAscent Wealth Management Birmingham, Alabama $315M AUM 13.63% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
OneAscent Family Office
OneAscent Family Office Birmingham, Alabama $242M AUM 28.09% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Patron Partners
Patron Partners Houston, Texas $262M AUM 25.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Creative Financial Designs's OACP Position: Q3 2026 in Review

Creative Financial Designs increased its OneAscent Core Plus Bond ETF (OACP) stake by 15% in Q3 2026, buying an estimated $1.34M and bringing the position to 473,466 shares worth $10.2M. The position accounts for 0.46% of the portfolio, ranked #49.

Creative Financial Designs first reported a position in OACP in Q2 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold OACP as of Q3 2026.

  • Creative Financial Designs held 473,466 shares of OneAscent Core Plus Bond ETF worth $10.2M as of Q3 2026.
  • Creative Financial Designs bought 60,067 OneAscent Core Plus Bond ETF shares in Q3 2026, an estimated $1.34M.
  • OneAscent Core Plus Bond ETF made up 0.46% of Creative Financial Designs's portfolio in Q3 2026, its #49 holding.
  • Creative Financial Designs first reported a position in OneAscent Core Plus Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q3 2026.

Based on Creative Financial Designs's 13F filing for Q3 2026, filed 4 Nov 2026.