CX Institutional
OACP icon

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
Q3 		$168K Buy
+7,754
New +$173K ﹤0.01% 775
2026
Q1 		– Sell
-730
Closed -$17K – 1631
2025
Q4 		$17K Buy
+730
New +$16.9K ﹤0.01% 1121

Other funds holding OACP

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
TrustWell Financial Advisors
TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Plan A Wealth
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

CX Institutional's OACP Position: Q3 2026 in Review

CX Institutional opened a new position in OneAscent Core Plus Bond ETF (OACP) in Q3 2026: 7,754 shares worth $168K. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings. This is a return to the name: CX Institutional previously reported a position in OACP as recently as Q4 2025.

CX Institutional first reported a position in OACP in Q4 2025 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold OACP as of Q3 2026.

  • CX Institutional held 7,754 shares of OneAscent Core Plus Bond ETF worth $168K as of Q3 2026.
  • OneAscent Core Plus Bond ETF was a new CX Institutional position in Q3 2026.
  • OneAscent Core Plus Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #775 holding.
  • CX Institutional first reported a position in OneAscent Core Plus Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.