Private Advisor Group’s OneAscent Enhanced Small and Mid Cap ETF OASC Stock Holding History

Private Advisor Group’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 Q3	$602K	Buy	+17,775	New	+$614K	﹤0.01%	2039

Other funds holding OASC

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

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

OneAscent Investment Solutions Birmingham, Alabama $94M AUM 21.46% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Private Advisor Group opened a new position in OneAscent Enhanced Small and Mid Cap ETF (OASC) in Q3 2026: 17,775 shares worth $602K. The stake represents ﹤0.01% of the portfolio and ranks #2039 among its holdings.

13 funds tracked by Wall St. Rank hold OASC as of Q3 2026.

Private Advisor Group held 17,775 shares of OneAscent Enhanced Small and Mid Cap ETF worth $602K as of Q3 2026.
OneAscent Enhanced Small and Mid Cap ETF was a new Private Advisor Group position in Q3 2026.
OneAscent Enhanced Small and Mid Cap ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2039 holding.
13 funds tracked by Wall St. Rank held OneAscent Enhanced Small and Mid Cap ETF as of Q3 2026.

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