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Plan A Wealth’s OneAscent Large Cap Core ETF OALC Stock Holding History

Plan A Wealth’s Portfolio OALC Stock Details OALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$334K Sell
8,119
-61
-0.7% -$2.51K 0.12% 120
2026
Q2 		$336K Sell
8,180
-8
-0.1% -$312 0.14% 112
2026
Q1 		$281K Buy
8,188
+292
+4% +$10.4K 0.13% 127
2025
Q4 		$280K Sell
7,896
-206
-3% -$7.26K 0.14% 127
2025
Q3 		$282K Buy
+8,102
New +$272K 0.14% 119
2025
Q1 		– Sell
-11,241
Closed -$333K – 128
2024
Q4 		$333K Buy
+11,241
New +$338K 0.3% 56

Other funds holding OALC

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Plan A Wealth's OALC Position: Q3 2026 in Review

Plan A Wealth reduced its OneAscent Large Cap Core ETF (OALC) stake by 0.75% in Q3 2026, selling an estimated $2.51K and leaving 8,119 shares worth $334K. The position accounts for 0.12% of the portfolio, ranked #120.

Plan A Wealth first reported a position in OALC in Q4 2024 and has held it in 6 quarters since. The position peaked at $336K in Q2 2026. 8 funds tracked by Wall St. Rank hold OALC as of Q3 2026.

  • Plan A Wealth held 8,119 shares of OneAscent Large Cap Core ETF worth $334K as of Q3 2026.
  • Plan A Wealth sold 61 OneAscent Large Cap Core ETF shares in Q3 2026, an estimated $2.51K.
  • OneAscent Large Cap Core ETF made up 0.12% of Plan A Wealth's portfolio in Q3 2026, its #120 holding.
  • Plan A Wealth first reported a position in OneAscent Large Cap Core ETF in Q4 2024 and has held it in 6 quarters since.
  • Plan A Wealth's OneAscent Large Cap Core ETF position peaked at $336K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.