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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
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

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

EverSource Wealth Advisors's OACP Position: Q1 2026 in Review

EverSource Wealth Advisors increased its OneAscent Core Plus Bond ETF (OACP) stake by 167% in Q1 2026, buying an estimated $150K and bringing the position to 10,459 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #958.

EverSource Wealth Advisors first reported a position in OACP in Q1 2023 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold OACP as of Q1 2026.

  • EverSource Wealth Advisors held 10,459 shares of OneAscent Core Plus Bond ETF worth $238K as of Q1 2026.
  • EverSource Wealth Advisors bought 6,536 OneAscent Core Plus Bond ETF shares in Q1 2026, an estimated $150K.
  • OneAscent Core Plus Bond ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #958 holding.
  • EverSource Wealth Advisors first reported a position in OneAscent Core Plus Bond ETF in Q1 2023 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.