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OneAscent Wealth Management’s ALPS Active REIT ETF REIT Stock Holding History

OneAscent Wealth Management’s Portfolio REIT Stock Details REIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$223K Buy
+7,350
New +$218K 0.07% 157

Other funds holding REIT

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

OneAscent Wealth Management's REIT Position: Q2 2026 in Review

OneAscent Wealth Management opened a new position in ALPS Active REIT ETF (REIT) in Q2 2026: 7,350 shares worth $223K. The stake represents 0.07% of the portfolio and ranks #157 among its holdings.

14 funds tracked by Wall St. Rank hold REIT as of Q2 2026.

  • OneAscent Wealth Management held 7,350 shares of ALPS Active REIT ETF worth $223K as of Q2 2026.
  • ALPS Active REIT ETF was a new OneAscent Wealth Management position in Q2 2026.
  • ALPS Active REIT ETF made up 0.07% of OneAscent Wealth Management's portfolio in Q2 2026, its #157 holding.
  • 14 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.