Private Advisor Group’s OneAscent Core Plus Bond ETF OACP Stock Holding History

Private Advisor Group’s Portfolio OACP Stock Details OACP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.35M	Buy	+62,448	New	+$1.4M	﹤0.01%	1463

Other funds holding OACP

OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return

OneAscent Wealth Management Birmingham, Alabama $315M AUM 13.63% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

OneAscent Family Office Birmingham, Alabama $242M AUM 28.09% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Patron Partners Houston, Texas $262M AUM 25.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Private Advisor Group's OACP Position: Q3 2026 in Review

Private Advisor Group opened a new position in OneAscent Core Plus Bond ETF (OACP) in Q3 2026: 62,448 shares worth $1.35M. The stake represents ﹤0.01% of the portfolio and ranks #1463 among its holdings.

25 funds tracked by Wall St. Rank hold OACP as of Q3 2026.

Private Advisor Group held 62,448 shares of OneAscent Core Plus Bond ETF worth $1.35M as of Q3 2026.
OneAscent Core Plus Bond ETF was a new Private Advisor Group position in Q3 2026.
OneAscent Core Plus Bond ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #1463 holding.
25 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.