IA
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IFP Advisors’s OneAscent Core Plus Bond ETF OACP Stock Holding History

IFP Advisors’s Portfolio OACP Stock Details OACP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$764K Buy
33,640
+916
+3% +$20.8K 0.01% 858
2026
Q1 		$743K Sell
32,724
-1,419
-4% -$32.7K 0.02% 809
2025
Q4 		$786K Buy
34,143
+510
+2% +$11.8K 0.02% 753
2025
Q3 		$776K Buy
33,633
+1,060
+3% +$24.3K 0.02% 703
2025
Q2 		$742K Buy
32,573
+25,463
+358% +$575K 0.02% 684
2025
Q1 		$162K Buy
7,110
+2,362
+50% +$53.5K 0.01% 1272
2024
Q4 		$107K Buy
4,748
+3,486
+276% +$79.8K ﹤0.01% 1439
2024
Q3 		$29.5K Buy
+1,262
New +$29.2K ﹤0.01% 1971

Other funds holding OACP

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM

IFP Advisors's OACP Position: Q2 2026 in Review

IFP Advisors increased its OneAscent Core Plus Bond ETF (OACP) stake by 2.8% in Q2 2026, buying an estimated $20.8K and bringing the position to 33,640 shares worth $764K. The position accounts for 0.01% of the portfolio, ranked #858.

IFP Advisors first reported a position in OACP in Q3 2024 and has held it in 8 quarters since. The position peaked at $786K in Q4 2025. 16 funds tracked by Wall St. Rank hold OACP as of Q2 2026.

  • IFP Advisors held 33,640 shares of OneAscent Core Plus Bond ETF worth $764K as of Q2 2026.
  • IFP Advisors bought 916 OneAscent Core Plus Bond ETF shares in Q2 2026, an estimated $20.8K.
  • OneAscent Core Plus Bond ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #858 holding.
  • IFP Advisors first reported a position in OneAscent Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • IFP Advisors's OneAscent Core Plus Bond ETF position peaked at $786K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.