EWA
OASC

EverSource Wealth Advisors’s OneAscent Enhanced Small and Mid Cap ETF OASC Stock Holding History

EverSource Wealth Advisors’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
2025
Q2 		– Sell
-406
Closed -$10K – 4379
2025
Q1 		$10K Buy
+406
New +$10.8K ﹤0.01% 2109

Other funds holding OASC

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
OIS
OneAscent Investment Solutions Birmingham, Alabama $100M AUM 15.97% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EverSource Wealth Advisors's OASC Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of OneAscent Enhanced Small and Mid Cap ETF (OASC) in Q2 2025, closing a stake of 406 shares — an estimated $10K sold.

EverSource Wealth Advisors first reported a position in OASC in Q1 2025 and held it in 1 quarter. The position peaked at $10K in Q1 2025. 10 funds tracked by Wall St. Rank hold OASC as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining OneAscent Enhanced Small and Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 406 OneAscent Enhanced Small and Mid Cap ETF shares in Q2 2025, an estimated $10K.
  • EverSource Wealth Advisors first reported a position in OneAscent Enhanced Small and Mid Cap ETF in Q1 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's OneAscent Enhanced Small and Mid Cap ETF position peaked at $10K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held OneAscent Enhanced Small and Mid Cap ETF as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.