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SHP Wealth Management’s OneAscent Core Plus Bond ETF OACP Stock Holding History

SHP Wealth Management’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
Q1 		$60.9K Hold
2,680
– – ﹤0.01% 458
2025
Q4 		$61.7K Buy
+2,680
New +$62K ﹤0.01% 439

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 $9.98B AUM 26.5% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SHP Wealth Management's OACP Position: Q1 2026 in Review

SHP Wealth Management held its OneAscent Core Plus Bond ETF (OACP) position steady in Q1 2026 at 2,680 shares worth $60.9K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

SHP Wealth Management first reported a position in OACP in Q4 2025 and has held it in 2 quarters since. The position peaked at $61.7K in Q4 2025. 28 funds tracked by Wall St. Rank hold OACP as of Q1 2026.

  • SHP Wealth Management held 2,680 shares of OneAscent Core Plus Bond ETF worth $60.9K as of Q1 2026.
  • SHP Wealth Management left its OneAscent Core Plus Bond ETF share count unchanged in Q1 2026.
  • OneAscent Core Plus Bond ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #458 holding.
  • SHP Wealth Management first reported a position in OneAscent Core Plus Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's OneAscent Core Plus Bond ETF position peaked at $61.7K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.