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 Q3	$846K	Buy	39,109 +5,469	+16%	+$122K	0.01%	851
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

OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return

OneAscent Wealth Management Birmingham, Alabama $315M AUM 13.63% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

OneAscent Family Office Birmingham, Alabama $242M AUM 28.09% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Patron Partners Houston, Texas $262M AUM 25.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

IFP Advisors's OACP Position: Q3 2026 in Review

IFP Advisors increased its OneAscent Core Plus Bond ETF (OACP) stake by 16% in Q3 2026, buying an estimated $122K and bringing the position to 39,109 shares worth $846K. The position accounts for 0.01% of the portfolio, ranked #851.

IFP Advisors first reported a position in OACP in Q3 2024 and has held it in 9 quarters since. 25 funds tracked by Wall St. Rank hold OACP as of Q3 2026.

IFP Advisors held 39,109 shares of OneAscent Core Plus Bond ETF worth $846K as of Q3 2026.
IFP Advisors bought 5,469 OneAscent Core Plus Bond ETF shares in Q3 2026, an estimated $122K.
OneAscent Core Plus Bond ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #851 holding.
IFP Advisors first reported a position in OneAscent Core Plus Bond ETF in Q3 2024 and has held it in 9 quarters since.
25 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.