PAW
OASC

Plan A Wealth’s OneAscent Enhanced Small and Mid Cap ETF OASC Stock Holding History

Plan A Wealth’s Portfolio OASC Stock Details OASC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$519K Buy
14,438
+1,779
+14% +$59.4K 0.22% 77
2026
Q1 		$377K Buy
12,659
+294
+2% +$8.91K 0.18% 97
2025
Q4 		$364K Buy
12,365
+5,036
+69% +$146K 0.18% 99
2025
Q3 		$209K Buy
+7,329
New +$201K 0.11% 149

Other funds holding OASC

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return