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

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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.

15 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.
15 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.