JY
OASC

Jeff Yass’s OneAscent Enhanced Small and Mid Cap ETF OASC Stock Holding History

Jeff Yass’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
Q1 		– Sell
-9,841
Closed -$290K – 14327
2025
Q4 		$290K Buy
+9,841
New +$285K ﹤0.01% 10027

Other funds holding OASC

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OIS
OneAscent Investment Solutions Birmingham, Alabama $106M AUM 27.3% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jeff Yass's OASC Position: Q1 2026 in Review

Jeff Yass sold out of OneAscent Enhanced Small and Mid Cap ETF (OASC) in Q1 2026, closing a stake of 9,841 shares — an estimated $290K sold.

Jeff Yass first reported a position in OASC in Q4 2025 and held it in 1 quarter. The position peaked at $290K in Q4 2025. 15 funds tracked by Wall St. Rank hold OASC as of Q1 2026.

  • Jeff Yass reported no remaining OneAscent Enhanced Small and Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Jeff Yass sold 9,841 OneAscent Enhanced Small and Mid Cap ETF shares in Q1 2026, an estimated $290K.
  • Jeff Yass first reported a position in OneAscent Enhanced Small and Mid Cap ETF in Q4 2025 and held it in 1 quarter.
  • Jeff Yass's OneAscent Enhanced Small and Mid Cap ETF position peaked at $290K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held OneAscent Enhanced Small and Mid Cap ETF as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.