EverSource Wealth Advisors’s OneAscent Large Cap Core ETF OALC Stock Holding History

EverSource Wealth Advisors’s Portfolio OALC Stock Details OALC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.88K	Hold	70	–	–	﹤0.01%	3575
2026 Q2	$2.87K	Hold	70	–	–	﹤0.01%	3563
2026 Q1	$2.4K	Buy	+70	New	+$2.5K	﹤0.01%	3581
2025 Q4	–	Sell	-10	Closed	-$348	–	4387
2025 Q3	$348	Hold	10	–	–	﹤0.01%	4026
2025 Q2	$325	Sell	10 -1,384	-99%	-$41.1K	﹤0.01%	3986
2025 Q1	$39.8K	Buy	+1,394	New	+$41.7K	﹤0.01%	1345
2024 Q1	–	Sell	-583	Closed	-$14.5K	–	2958
2023 Q4	$14.5K	Buy	+583	New	+$13.7K	﹤0.01%	1396
2023 Q2	–	Sell	-1,022	Closed	-$22.6K	–	2570
2023 Q1	$22.6K	Buy	+1,022	New	+$22.1K	﹤0.01%	1040

Other funds holding OALC

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

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $750M AUM 14.74% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

EverSource Wealth Advisors's OALC Position: Q3 2026 in Review

EverSource Wealth Advisors held its OneAscent Large Cap Core ETF (OALC) position steady in Q3 2026 at 70 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #3575.

EverSource Wealth Advisors first reported a position in OALC in Q1 2023 and has held it in 8 quarters since. The position peaked at $39.8K in Q1 2025. 16 funds tracked by Wall St. Rank hold OALC as of Q3 2026.

EverSource Wealth Advisors held 70 shares of OneAscent Large Cap Core ETF worth $2.88K as of Q3 2026.
EverSource Wealth Advisors left its OneAscent Large Cap Core ETF share count unchanged in Q3 2026.
OneAscent Large Cap Core ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #3575 holding.
EverSource Wealth Advisors first reported a position in OneAscent Large Cap Core ETF in Q1 2023 and has held it in 8 quarters since.
EverSource Wealth Advisors's OneAscent Large Cap Core ETF position peaked at $39.8K in Q1 2025.
16 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.