LPL Financial
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LPL Financial’s OneAscent Large Cap Core ETF OALC Stock Holding History

LPL Financial’s Portfolio OALC Stock Details OALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$941K Buy
29,011
+5,763
+25% +$187K ﹤0.01% 3776
2025
Q1 		$664K Buy
23,248
+4,503
+24% +$129K ﹤0.01% 3855
2024
Q4 		$555K Buy
18,745
+2,107
+13% +$62.4K ﹤0.01% 3957
2024
Q3 		$487K Buy
+16,638
New +$487K ﹤0.01% 3952