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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$898K Sell
39,390
-17,899
-31% -$408K 0.56% 37
2025
Q1 		$1.3M Sell
57,289
-13,916
-20% -$317K 0.85% 24
2024
Q4 		$1.6M Buy
+71,205
New +$1.6M 1.14% 18