IFP Advisors’s OneAscent Large Cap Core ETF OALC Stock Holding History

IFP Advisors’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
2026 Q3	$2.03M	Buy	49,344 +36,133	+274%	+$1.49M	0.03%	503
2026 Q2	$542K	Sell	13,211 -208	-2%	-$8.11K	0.01%	1005
2026 Q1	$460K	Buy	13,419 +160	+1%	+$5.7K	0.01%	1003
2025 Q4	$470K	Sell	13,259 -333	-2%	-$11.7K	0.01%	960
2025 Q3	$473K	Sell	13,592 -494	-4%	-$16.6K	0.01%	882
2025 Q2	$457K	Buy	14,086 +10,041	+248%	+$298K	0.01%	869
2025 Q1	$116K	Buy	4,045 +974	+32%	+$29.1K	﹤0.01%	1447
2024 Q4	$91K	Buy	3,071 +1,926	+168%	+$58K	﹤0.01%	1518
2024 Q3	$33.5K	Buy	+1,145	New	+$32.3K	﹤0.01%	1906

Other funds holding OALC

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

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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

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

SFS

Security Financial Services Fort Wayne, Indiana $750M AUM 14.74% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

IFP Advisors's OALC Position: Q3 2026 in Review

IFP Advisors increased its OneAscent Large Cap Core ETF (OALC) stake by 274% in Q3 2026, buying an estimated $1.49M and bringing the position to 49,344 shares worth $2.03M. The position accounts for 0.03% of the portfolio, ranked #503.

IFP Advisors first reported a position in OALC in Q3 2024 and has held it in 9 quarters since. 16 funds tracked by Wall St. Rank hold OALC as of Q3 2026.

IFP Advisors held 49,344 shares of OneAscent Large Cap Core ETF worth $2.03M as of Q3 2026.
IFP Advisors bought 36,133 OneAscent Large Cap Core ETF shares in Q3 2026, an estimated $1.49M.
OneAscent Large Cap Core ETF made up 0.03% of IFP Advisors's portfolio in Q3 2026, its #503 holding.
IFP Advisors first reported a position in OneAscent Large Cap Core ETF in Q3 2024 and has held it in 9 quarters since.
16 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q3 2026.

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