CX Institutional
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CX Institutional’s OneAscent Large Cap Core ETF OALC Stock Holding History

CX Institutional’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
Q3 		$402K Buy
+9,767
New +$402K 0.01% 528
2026
Q1 		– Sell
-404
Closed -$14K – 1633
2025
Q4 		$14K Buy
+404
New +$14.2K ﹤0.01% 1158

Other funds holding OALC

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

CX Institutional's OALC Position: Q3 2026 in Review

CX Institutional opened a new position in OneAscent Large Cap Core ETF (OALC) in Q3 2026: 9,767 shares worth $402K. The stake represents 0.01% of the portfolio and ranks #528 among its holdings. This is a return to the name: CX Institutional previously reported a position in OALC as recently as Q4 2025.

CX Institutional first reported a position in OALC in Q4 2025 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold OALC as of Q3 2026.

  • CX Institutional held 9,767 shares of OneAscent Large Cap Core ETF worth $402K as of Q3 2026.
  • OneAscent Large Cap Core ETF was a new CX Institutional position in Q3 2026.
  • OneAscent Large Cap Core ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #528 holding.
  • CX Institutional first reported a position in OneAscent Large Cap Core ETF in Q4 2025 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q3 2026.

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