IFP Advisors
OASC icon

IFP Advisors’s OneAscent Enhanced Small and Mid Cap ETF OASC Stock Holding History

IFP Advisors’s Portfolio OASC Stock Details OASC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$401K Buy
11,825
+5,666
+92% +$196K 0.01% 1171
2026
Q2 		$221K Buy
6,159
+71
+1% +$2.37K ﹤0.01% 1456
2026
Q1 		$181K Sell
6,088
-136
-2% -$4.12K ﹤0.01% 1455
2025
Q4 		$183K Sell
6,224
-119
-2% -$3.44K ﹤0.01% 1412
2025
Q3 		$181K Buy
6,343
+35
+0.6% +$958 ﹤0.01% 1335
2025
Q2 		$164K Buy
6,308
+5,473
+655% +$135K ﹤0.01% 1368
2025
Q1 		$20.6K Buy
835
+485
+139% +$13K ﹤0.01% 2277
2024
Q4 		$9.5K Buy
350
+250
+250% +$7.05K ﹤0.01% 2539
2024
Q3 		$2.78K Buy
+100
New +$2.66K ﹤0.01% 2836

Other funds holding OASC

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Plan A Wealth
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

IFP Advisors's OASC Position: Q3 2026 in Review

IFP Advisors increased its OneAscent Enhanced Small and Mid Cap ETF (OASC) stake by 92% in Q3 2026, buying an estimated $196K and bringing the position to 11,825 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #1171.

IFP Advisors first reported a position in OASC in Q3 2024 and has held it in 9 quarters since. 6 funds tracked by Wall St. Rank hold OASC as of Q3 2026.

  • IFP Advisors held 11,825 shares of OneAscent Enhanced Small and Mid Cap ETF worth $401K as of Q3 2026.
  • IFP Advisors bought 5,666 OneAscent Enhanced Small and Mid Cap ETF shares in Q3 2026, an estimated $196K.
  • OneAscent Enhanced Small and Mid Cap ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1171 holding.
  • IFP Advisors first reported a position in OneAscent Enhanced Small and Mid Cap ETF in Q3 2024 and has held it in 9 quarters since.
  • 6 funds tracked by Wall St. Rank held OneAscent Enhanced Small and Mid Cap ETF as of Q3 2026.

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