Mascoma Wealth Management’s OneAscent Core Plus Bond ETF OACP Stock Holding History

Mascoma Wealth Management’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 Q2	$71.5K	Buy	+3,148	New	+$71.6K	0.01%	159

Other funds holding OACP

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

OWM

OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

OFO

OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Patron Partners Houston, Texas $260M AUM 31.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

OIS

OneAscent Investment Solutions Birmingham, Alabama $106M AUM 27.3% 1-Year Est. Return

Mascoma Wealth Management's OACP Position: Q2 2026 in Review

Mascoma Wealth Management opened a new position in OneAscent Core Plus Bond ETF (OACP) in Q2 2026: 3,148 shares worth $71.5K. The stake represents 0.01% of the portfolio and ranks #159 among its holdings.

29 funds tracked by Wall St. Rank hold OACP as of Q2 2026.

Mascoma Wealth Management held 3,148 shares of OneAscent Core Plus Bond ETF worth $71.5K as of Q2 2026.
OneAscent Core Plus Bond ETF was a new Mascoma Wealth Management position in Q2 2026.
OneAscent Core Plus Bond ETF made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #159 holding.
29 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.