SHP Wealth Management
OALC icon

SHP Wealth Management’s OneAscent Large Cap Core ETF OALC Stock Holding History

SHP Wealth Management’s Portfolio OALC Stock Details OALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$167K Sell
4,074
-376
-8% -$14.7K 0.01% 333
2026
Q1 		$153K Hold
4,450
– – 0.01% 318
2025
Q4 		$158K Buy
+4,450
New +$157K 0.01% 284

Other funds holding OALC

OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
OneAscent Wealth Management
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Patron Partners
Patron Partners Houston, Texas $260M AUM 31.01% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
OneAscent Family Office
OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

SHP Wealth Management's OALC Position: Q2 2026 in Review

SHP Wealth Management reduced its OneAscent Large Cap Core ETF (OALC) stake by 8.4% in Q2 2026, selling an estimated $14.7K and leaving 4,074 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #333.

SHP Wealth Management first reported a position in OALC in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold OALC as of Q2 2026.

  • SHP Wealth Management held 4,074 shares of OneAscent Large Cap Core ETF worth $167K as of Q2 2026.
  • SHP Wealth Management sold 376 OneAscent Large Cap Core ETF shares in Q2 2026, an estimated $14.7K.
  • OneAscent Large Cap Core ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #333 holding.
  • SHP Wealth Management first reported a position in OneAscent Large Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.