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

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

OWM

OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

OFO

OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Patron Partners Houston, Texas $260M AUM 31.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

OIS

OneAscent Investment Solutions Birmingham, Alabama $106M AUM 27.3% 1-Year Est. Return

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. 29 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.
29 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.