Envestnet Asset Management
OASC

Envestnet Asset Management’s OneAscent Enhanced Small and Mid Cap ETF OASC Stock Holding History

Envestnet Asset Management’s Portfolio OASC Stock Details OASC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$345K Buy
+11,591
New +$351K ﹤0.01% 4196

Other funds holding OASC

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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OIS
OneAscent Investment Solutions Birmingham, Alabama $100M AUM 15.97% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Envestnet Asset Management's OASC Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in OneAscent Enhanced Small and Mid Cap ETF (OASC) in Q1 2026: 11,591 shares worth $345K. The stake represents ﹤0.01% of the portfolio and ranks #4196 among its holdings.

15 funds tracked by Wall St. Rank hold OASC as of Q1 2026.

  • Envestnet Asset Management held 11,591 shares of OneAscent Enhanced Small and Mid Cap ETF worth $345K as of Q1 2026.
  • OneAscent Enhanced Small and Mid Cap ETF was a new Envestnet Asset Management position in Q1 2026.
  • OneAscent Enhanced Small and Mid Cap ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4196 holding.
  • 15 funds tracked by Wall St. Rank held OneAscent Enhanced Small and Mid Cap ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.