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Dynamic Advisor Solutions’s OneAscent Core Plus Bond ETF OACP Stock Holding History

Dynamic Advisor Solutions’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
Q2 		$1.1M Sell
48,263
-14,176
-23% -$322K 0.03% 468
2026
Q1 		$1.42M Buy
62,439
+3,971
+7% +$91.4K 0.04% 389
2025
Q4 		$1.35M Buy
58,468
+37,265
+176% +$862K 0.04% 392
2025
Q3 		$489K Sell
21,203
-11,865
-36% -$272K 0.01% 634
2025
Q2 		$753K Sell
33,068
-1,236
-4% -$27.9K 0.02% 511
2025
Q1 		$781K Buy
+34,304
New +$776K 0.03% 479
2024
Q4 		– Sell
-92,631
Closed -$2.17M – 765
2024
Q3 		$2.17M Buy
92,631
+12,063
+15% +$279K 0.07% 281
2024
Q2 		$1.81M Buy
+80,568
New +$1.81M 0.06% 318

Other funds holding OACP

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Dynamic Advisor Solutions's OACP Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its OneAscent Core Plus Bond ETF (OACP) stake by 23% in Q2 2026, selling an estimated $322K and leaving 48,263 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #468.

Dynamic Advisor Solutions first reported a position in OACP in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.17M in Q3 2024. 7 funds tracked by Wall St. Rank hold OACP as of Q2 2026.

  • Dynamic Advisor Solutions held 48,263 shares of OneAscent Core Plus Bond ETF worth $1.1M as of Q2 2026.
  • Dynamic Advisor Solutions sold 14,176 OneAscent Core Plus Bond ETF shares in Q2 2026, an estimated $322K.
  • OneAscent Core Plus Bond ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #468 holding.
  • Dynamic Advisor Solutions first reported a position in OneAscent Core Plus Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Dynamic Advisor Solutions's OneAscent Core Plus Bond ETF position peaked at $2.17M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.