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Meriwether Wealth & Planning’s OneAscent Core Plus Bond ETF OACP Stock Holding History

Meriwether Wealth & Planning’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 		– Sell
-43,820
Closed -$1.01M – 133
2025
Q4 		$1.01M Buy
43,820
+4,417
+11% +$102K 0.57% 36
2025
Q3 		$909K Buy
39,403
+13
+0% +$298 0.53% 35
2025
Q2 		$898K Sell
39,390
-17,899
-31% -$404K 0.56% 37
2025
Q1 		$1.3M Sell
57,289
-13,916
-20% -$315K 0.85% 24
2024
Q4 		$1.6M Buy
+71,205
New +$1.63M 1.14% 18

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

Meriwether Wealth & Planning's OACP Position: Q1 2026 in Review

Meriwether Wealth & Planning sold out of OneAscent Core Plus Bond ETF (OACP) in Q1 2026, closing a stake of 43,820 shares — an estimated $1.01M sold.

Meriwether Wealth & Planning first reported a position in OACP in Q4 2024 and held it in 5 quarters. The position peaked at $1.6M in Q4 2024. 28 funds tracked by Wall St. Rank hold OACP as of Q1 2026.

  • Meriwether Wealth & Planning reported no remaining OneAscent Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 43,820 OneAscent Core Plus Bond ETF shares in Q1 2026, an estimated $1.01M.
  • Meriwether Wealth & Planning first reported a position in OneAscent Core Plus Bond ETF in Q4 2024 and held it in 5 quarters.
  • Meriwether Wealth & Planning's OneAscent Core Plus Bond ETF position peaked at $1.6M in Q4 2024.
  • 28 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q1 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q1 2026, filed 9 Apr 2026.