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Defined Financial Planning’s OneAscent Core Plus Bond ETF OACP Stock Holding History

Defined Financial Planning’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
2025
Q1 		– Sell
-9,824
Closed -$221K – 90
2024
Q4 		$221K Buy
+9,824
New +$225K 0.24% 69

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Defined Financial Planning's OACP Position: Q1 2025 in Review

Defined Financial Planning sold out of OneAscent Core Plus Bond ETF (OACP) in Q1 2025, closing a stake of 9,824 shares — an estimated $221K sold.

Defined Financial Planning first reported a position in OACP in Q4 2024 and held it in 1 quarter. The position peaked at $221K in Q4 2024. 19 funds tracked by Wall St. Rank hold OACP as of Q1 2025.

  • Defined Financial Planning reported no remaining OneAscent Core Plus Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Defined Financial Planning sold 9,824 OneAscent Core Plus Bond ETF shares in Q1 2025, an estimated $221K.
  • Defined Financial Planning first reported a position in OneAscent Core Plus Bond ETF in Q4 2024 and held it in 1 quarter.
  • Defined Financial Planning's OneAscent Core Plus Bond ETF position peaked at $221K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q1 2025.

Based on Defined Financial Planning's 13F filing for Q1 2025, filed 16 Apr 2025.