Raymond James Financial
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Raymond James Financial’s OneAscent Core Plus Bond ETF OACP Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-785
Closed -$17.9K – 6157
2025
Q2 		$17.9K Buy
+785
New +$17.7K ﹤0.01% 5648

Other funds holding OACP

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
PP
Patron Partners Houston, Texas $226M AUM 21.26% 1-Year Est. Return
OIS
OneAscent Investment Solutions Birmingham, Alabama $100M AUM 15.97% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Raymond James Financial's OACP Position: Q3 2025 in Review

Raymond James Financial sold out of OneAscent Core Plus Bond ETF (OACP) in Q3 2025, closing a stake of 785 shares — an estimated $17.9K sold.

Raymond James Financial first reported a position in OACP in Q2 2025 and held it in 1 quarter. The position peaked at $17.9K in Q2 2025. 22 funds tracked by Wall St. Rank hold OACP as of Q3 2025.

  • Raymond James Financial reported no remaining OneAscent Core Plus Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 785 OneAscent Core Plus Bond ETF shares in Q3 2025, an estimated $17.9K.
  • Raymond James Financial first reported a position in OneAscent Core Plus Bond ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's OneAscent Core Plus Bond ETF position peaked at $17.9K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.