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Strategic Blueprint’s OneAscent Core Plus Bond ETF OACP Stock Holding History

Strategic Blueprint’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 		$466K Buy
20,515
+918
+5% +$21.1K 0.03% 425
2025
Q4 		$451K Buy
19,597
+222
+1% +$5.14K 0.03% 422
2025
Q3 		$447K Buy
19,375
+2,274
+13% +$52K 0.02% 503
2025
Q2 		$390K Buy
+17,101
New +$386K 0.02% 495

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $38.8B AUM 21.88% 1-Year Est. Return

Strategic Blueprint's OACP Position: Q1 2026 in Review

Strategic Blueprint increased its OneAscent Core Plus Bond ETF (OACP) stake by 4.7% in Q1 2026, buying an estimated $21.1K and bringing the position to 20,515 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #425.

Strategic Blueprint first reported a position in OACP in Q2 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold OACP as of Q1 2026.

  • Strategic Blueprint held 20,515 shares of OneAscent Core Plus Bond ETF worth $466K as of Q1 2026.
  • Strategic Blueprint bought 918 OneAscent Core Plus Bond ETF shares in Q1 2026, an estimated $21.1K.
  • OneAscent Core Plus Bond ETF made up 0.03% of Strategic Blueprint's portfolio in Q1 2026, its #425 holding.
  • Strategic Blueprint first reported a position in OneAscent Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.