FHC
OASC

First Heartland Consultants’s OneAscent Enhanced Small and Mid Cap ETF OASC Stock Holding History

First Heartland Consultants’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
2026
Q2 		$1M Sell
27,912
-2,454
-8% -$81.9K 0.06% 219
2026
Q1 		$905K Sell
30,366
-1,121
-4% -$34K 0.07% 198
2025
Q4 		$927K Sell
31,487
-21,410
-40% -$619K 0.07% 196
2025
Q3 		$1.51M Sell
52,897
-437
-0.8% -$12K 0.12% 132
2025
Q2 		$1.39M Buy
53,334
+21,236
+66% +$522K 0.12% 129
2025
Q1 		$793K Buy
32,098
+11,773
+58% +$315K 0.08% 176
2024
Q4 		$552K Buy
+20,325
New +$573K 0.06% 222

Other funds holding OASC

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
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return

First Heartland Consultants's OASC Position: Q2 2026 in Review

First Heartland Consultants reduced its OneAscent Enhanced Small and Mid Cap ETF (OASC) stake by 8.1% in Q2 2026, selling an estimated $81.9K and leaving 27,912 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #219.

First Heartland Consultants first reported a position in OASC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q3 2025. 8 funds tracked by Wall St. Rank hold OASC as of Q2 2026.

  • First Heartland Consultants held 27,912 shares of OneAscent Enhanced Small and Mid Cap ETF worth $1M as of Q2 2026.
  • First Heartland Consultants sold 2,454 OneAscent Enhanced Small and Mid Cap ETF shares in Q2 2026, an estimated $81.9K.
  • OneAscent Enhanced Small and Mid Cap ETF made up 0.06% of First Heartland Consultants's portfolio in Q2 2026, its #219 holding.
  • First Heartland Consultants first reported a position in OneAscent Enhanced Small and Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • First Heartland Consultants's OneAscent Enhanced Small and Mid Cap ETF position peaked at $1.51M in Q3 2025.
  • 8 funds tracked by Wall St. Rank held OneAscent Enhanced Small and Mid Cap ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.