LPL Financial
OACP icon

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

LPL Financial’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
2026
Q1 		$418K Buy
18,383
+3,420
+23% +$78.7K ﹤0.01% 4922
2025
Q4 		$345K Buy
+14,963
New +$346K ﹤0.01% 5036
2025
Q3 		– Sell
-8,871
Closed -$202K – 5928
2025
Q2 		$202K Sell
8,871
-2,518
-22% -$56.8K ﹤0.01% 5084
2025
Q1 		$259K Buy
11,389
+948
+9% +$21.5K ﹤0.01% 4678
2024
Q4 		$235K Buy
+10,441
New +$239K ﹤0.01% 4713

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 $8.94B AUM 20.84% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial's OACP Position: Q1 2026 in Review

LPL Financial increased its OneAscent Core Plus Bond ETF (OACP) stake by 23% in Q1 2026, buying an estimated $78.7K and bringing the position to 18,383 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #4922.

LPL Financial first reported a position in OACP in Q4 2024 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold OACP as of Q1 2026.

  • LPL Financial held 18,383 shares of OneAscent Core Plus Bond ETF worth $418K as of Q1 2026.
  • LPL Financial bought 3,420 OneAscent Core Plus Bond ETF shares in Q1 2026, an estimated $78.7K.
  • OneAscent Core Plus Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4922 holding.
  • LPL Financial first reported a position in OneAscent Core Plus Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.