CI
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CX Institutional’s OneAscent Core Plus Bond ETF OACP Stock Holding History

CX Institutional’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
Q1 		– Sell
-730
Closed -$17K – 1631
2025
Q4 		$17K Buy
+730
New +$16.9K ﹤0.01% 1121

Other funds holding OACP

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
PP
Patron Partners Houston, Texas $226M AUM 21.26% 1-Year Est. Return
OIS
OneAscent Investment Solutions Birmingham, Alabama $100M AUM 15.97% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CX Institutional's OACP Position: Q1 2026 in Review

CX Institutional sold out of OneAscent Core Plus Bond ETF (OACP) in Q1 2026, closing a stake of 730 shares — an estimated $17K sold.

CX Institutional first reported a position in OACP in Q4 2025 and held it in 1 quarter. The position peaked at $17K in Q4 2025. 28 funds tracked by Wall St. Rank hold OACP as of Q1 2026.

  • CX Institutional reported no remaining OneAscent Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
  • CX Institutional sold 730 OneAscent Core Plus Bond ETF shares in Q1 2026, an estimated $17K.
  • CX Institutional first reported a position in OneAscent Core Plus Bond ETF in Q4 2025 and held it in 1 quarter.
  • CX Institutional's OneAscent Core Plus Bond ETF position peaked at $17K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.