CI
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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
Q1 		– Sell
-404
Closed -$14K – 1633
2025
Q4 		$14K Buy
+404
New +$14.2K ﹤0.01% 1158

Other funds holding OALC

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
PP
Patron Partners Houston, Texas $226M AUM 21.26% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CX Institutional's OALC Position: Q1 2026 in Review

CX Institutional sold out of OneAscent Large Cap Core ETF (OALC) in Q1 2026, closing a stake of 404 shares — an estimated $14K sold.

CX Institutional first reported a position in OALC in Q4 2025 and held it in 1 quarter. The position peaked at $14K in Q4 2025. 29 funds tracked by Wall St. Rank hold OALC as of Q1 2026.

  • CX Institutional reported no remaining OneAscent Large Cap Core ETF position as of Q1 2026 after selling out during the quarter.
  • CX Institutional sold 404 OneAscent Large Cap Core ETF shares in Q1 2026, an estimated $14K.
  • CX Institutional first reported a position in OneAscent Large Cap Core ETF in Q4 2025 and held it in 1 quarter.
  • CX Institutional's OneAscent Large Cap Core ETF position peaked at $14K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q1 2026.

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