IA
OASC

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
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 		$9.51K Buy
350
+250
+250% +$7.05K ﹤0.01% 2539
2024
Q3 		$2.77K Buy
+100
New +$2.66K ﹤0.01% 2836

Other funds holding OASC

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return

IFP Advisors's OASC Position: Q2 2026 in Review

IFP Advisors increased its OneAscent Enhanced Small and Mid Cap ETF (OASC) stake by 1.2% in Q2 2026, buying an estimated $2.37K and bringing the position to 6,159 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

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

  • IFP Advisors held 6,159 shares of OneAscent Enhanced Small and Mid Cap ETF worth $221K as of Q2 2026.
  • IFP Advisors bought 71 OneAscent Enhanced Small and Mid Cap ETF shares in Q2 2026, an estimated $2.37K.
  • OneAscent Enhanced Small and Mid Cap ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1456 holding.
  • IFP Advisors first reported a position in OneAscent Enhanced Small and Mid Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 8 funds tracked by Wall St. Rank held OneAscent Enhanced Small and Mid Cap ETF as of Q2 2026.

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