EverSource Wealth Advisors’s OneAscent Core Plus Bond ETF OACP Stock Holding History

EverSource Wealth Advisors’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	$355K	Buy	15,631 +5,172	+49%	+$118K	0.01%	722
2026 Q1	$238K	Buy	10,459 +6,536	+167%	+$150K	0.01%	958
2025 Q4	$90.4K	Buy	3,923 +2,035	+108%	+$47.1K	﹤0.01%	1370
2025 Q3	$43.5K	Buy	+1,888	New	+$43.2K	﹤0.01%	1796
2023 Q2	–	Sell	-1,718	Closed	-$39.6K	–	2567
2023 Q1	$39.6K	Buy	+1,718	New	+$39.4K	﹤0.01%	872

Other funds holding OACP

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

OFO

OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Patron Partners Houston, Texas $260M AUM 31.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

OIS

OneAscent Investment Solutions Birmingham, Alabama $106M AUM 27.3% 1-Year Est. Return

EverSource Wealth Advisors's OACP Position: Q2 2026 in Review

EverSource Wealth Advisors increased its OneAscent Core Plus Bond ETF (OACP) stake by 49% in Q2 2026, buying an estimated $118K and bringing the position to 15,631 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #722.

EverSource Wealth Advisors first reported a position in OACP in Q1 2023 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold OACP as of Q2 2026.

EverSource Wealth Advisors held 15,631 shares of OneAscent Core Plus Bond ETF worth $355K as of Q2 2026.
EverSource Wealth Advisors bought 5,172 OneAscent Core Plus Bond ETF shares in Q2 2026, an estimated $118K.
OneAscent Core Plus Bond ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #722 holding.
EverSource Wealth Advisors first reported a position in OneAscent Core Plus Bond ETF in Q1 2023 and has held it in 5 quarters since.
29 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.