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 Q2	$542K	Sell	13,211 -208	-2%	-$8.11K	0.01%	1005
2026 Q1	$460K	Buy	13,419 +160	+1%	+$5.71K	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 $9.98B AUM 26.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FHC

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

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

IFP Advisors's OALC Position: Q2 2026 in Review

IFP Advisors reduced its OneAscent Large Cap Core ETF (OALC) stake by 1.6% in Q2 2026, selling an estimated $8.11K and leaving 13,211 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #1005.

IFP Advisors first reported a position in OALC in Q3 2024 and has held it in 8 quarters since. 13 funds tracked by Wall St. Rank hold OALC as of Q2 2026.

IFP Advisors held 13,211 shares of OneAscent Large Cap Core ETF worth $542K as of Q2 2026.
IFP Advisors sold 208 OneAscent Large Cap Core ETF shares in Q2 2026, an estimated $8.11K.
OneAscent Large Cap Core ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1005 holding.
IFP Advisors first reported a position in OneAscent Large Cap Core ETF in Q3 2024 and has held it in 8 quarters since.
13 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q2 2026.

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