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Harvest Investment Services’s OneAscent Large Cap Core ETF OALC Stock Holding History

Harvest Investment Services’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
2025
Q1 		– Sell
-6,788
Closed -$201K – 332
2024
Q4 		$201K Buy
+6,788
New +$204K 0.05% 270

Other funds holding OALC

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 $9.98B AUM 26.5% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Harvest Investment Services's OALC Position: Q1 2025 in Review

Harvest Investment Services sold out of OneAscent Large Cap Core ETF (OALC) in Q1 2025, closing a stake of 6,788 shares — an estimated $201K sold.

Harvest Investment Services first reported a position in OALC in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 20 funds tracked by Wall St. Rank hold OALC as of Q1 2025.

  • Harvest Investment Services reported no remaining OneAscent Large Cap Core ETF position as of Q1 2025 after selling out during the quarter.
  • Harvest Investment Services sold 6,788 OneAscent Large Cap Core ETF shares in Q1 2025, an estimated $201K.
  • Harvest Investment Services first reported a position in OneAscent Large Cap Core ETF in Q4 2024 and held it in 1 quarter.
  • Harvest Investment Services's OneAscent Large Cap Core ETF position peaked at $201K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q1 2025.

Based on Harvest Investment Services's 13F filing for Q1 2025, filed 15 May 2025.