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LGT Financial Advisors’s OneAscent Core Plus Bond ETF OACP Stock Holding History

LGT Financial Advisors’s Portfolio OACP Stock Details OACP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,060
Closed -$255K – 337
2025
Q3 		$255K Buy
+11,060
New +$253K 0.55% 42

Other funds holding OACP

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 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 $143M AUM 24.13% 1-Year Est. Return
PP
Patron Partners Houston, Texas $226M AUM 21.26% 1-Year Est. Return
OIS
OneAscent Investment Solutions Birmingham, Alabama $100M AUM 15.97% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cambridge Investment Research Advisors
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

LGT Financial Advisors's OACP Position: Q4 2025 in Review

LGT Financial Advisors sold out of OneAscent Core Plus Bond ETF (OACP) in Q4 2025, closing a stake of 11,060 shares — an estimated $255K sold.

LGT Financial Advisors first reported a position in OACP in Q3 2025 and held it in 1 quarter. The position peaked at $255K in Q3 2025. 28 funds tracked by Wall St. Rank hold OACP as of Q4 2025.

  • LGT Financial Advisors reported no remaining OneAscent Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 11,060 OneAscent Core Plus Bond ETF shares in Q4 2025, an estimated $255K.
  • LGT Financial Advisors first reported a position in OneAscent Core Plus Bond ETF in Q3 2025 and held it in 1 quarter.
  • LGT Financial Advisors's OneAscent Core Plus Bond ETF position peaked at $255K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.