MFG
OACP icon

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

Merit Financial Group’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 		$915K Buy
40,289
+3,289
+9% +$74.8K 0.01% 1124
2026
Q1 		$841K Buy
37,000
+4,146
+13% +$95.4K 0.01% 1071
2025
Q4 		$757K Buy
32,854
+6,620
+25% +$153K 0.01% 1068
2025
Q3 		$605K Buy
+26,234
New +$600K 0.01% 1071

Other funds holding OACP

OFS
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
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
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
PP
Patron Partners Houston, Texas $260M AUM 31.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RA
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

Merit Financial Group's OACP Position: Q2 2026 in Review

Merit Financial Group increased its OneAscent Core Plus Bond ETF (OACP) stake by 8.9% in Q2 2026, buying an estimated $74.8K and bringing the position to 40,289 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #1124.

Merit Financial Group first reported a position in OACP in Q3 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold OACP as of Q2 2026.

  • Merit Financial Group held 40,289 shares of OneAscent Core Plus Bond ETF worth $915K as of Q2 2026.
  • Merit Financial Group bought 3,289 OneAscent Core Plus Bond ETF shares in Q2 2026, an estimated $74.8K.
  • OneAscent Core Plus Bond ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1124 holding.
  • Merit Financial Group first reported a position in OneAscent Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.