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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
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

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

EverSource Wealth Advisors held its OneAscent Large Cap Core ETF (OALC) position steady in Q2 2026 at 70 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #3563.

EverSource Wealth Advisors first reported a position in OALC in Q1 2023 and has held it in 7 quarters since. The position peaked at $39.8K in Q1 2025. 13 funds tracked by Wall St. Rank hold OALC as of Q2 2026.

  • EverSource Wealth Advisors held 70 shares of OneAscent Large Cap Core ETF worth $2.87K as of Q2 2026.
  • EverSource Wealth Advisors left its OneAscent Large Cap Core ETF share count unchanged in Q2 2026.
  • OneAscent Large Cap Core ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3563 holding.
  • EverSource Wealth Advisors first reported a position in OneAscent Large Cap Core ETF in Q1 2023 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's OneAscent Large Cap Core ETF position peaked at $39.8K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q2 2026.

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