TrustWell Financial Advisors’s OneAscent Core Plus Bond ETF OACP Stock Holding History

TrustWell Financial Advisors’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 Q2	$806K	Buy	+35,500	New	+$807K	0.68%	26

Other funds holding OACP

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TrustWell Financial Advisors's OACP Position: Q2 2026 in Review

TrustWell Financial Advisors opened a new position in OneAscent Core Plus Bond ETF (OACP) in Q2 2026: 35,500 shares worth $806K. The stake represents 0.68% of the portfolio and ranks #26 among its holdings.

16 funds tracked by Wall St. Rank hold OACP as of Q2 2026.

TrustWell Financial Advisors held 35,500 shares of OneAscent Core Plus Bond ETF worth $806K as of Q2 2026.
OneAscent Core Plus Bond ETF was a new TrustWell Financial Advisors position in Q2 2026.
OneAscent Core Plus Bond ETF made up 0.68% of TrustWell Financial Advisors's portfolio in Q2 2026, its #26 holding.
16 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.