UBS Group
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UBS Group’s OneAscent Core Plus Bond ETF OACP Stock Holding History

UBS Group’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
Q3 		$1.97K Buy
+91
New +$2.03K ﹤0.01% 10117
2026
Q1 		– Sell
-462
Closed -$10.6K – 10977
2025
Q4 		$10.6K Buy
+462
New +$10.7K ﹤0.01% 8201
2025
Q3 		– Sell
-290
Closed -$6.61K – 10748
2025
Q2 		$6.61K Buy
+290
New +$6.54K ﹤0.01% 9079
2025
Q1 		– Sell
-12
Closed -$270 – 10571
2024
Q4 		$270 Buy
+12
New +$275 ﹤0.01% 9542
2024
Q3 		– Sell
-1,746
Closed -$39.3K – 9904
2024
Q2 		$39.3K Buy
1,746
+1,684
+2,716% +$37.8K ﹤0.01% 6873
2024
Q1 		$1.41K Sell
62
-465
-88% -$10.6K ﹤0.01% 8140
2023
Q4 		$12.1K Buy
+527
New +$11.6K ﹤0.01% 7365
2023
Q3 		– Sell
-332
Closed -$7.5K – 9822
2023
Q2 		$7.5K Sell
332
-2,086
-86% -$47.7K ﹤0.01% 7287
2023
Q1 		$55.8K Sell
2,418
-586
-20% -$13.5K ﹤0.01% 6373
2022
Q4 		$67.7K Buy
3,004
+458
+18% +$10.3K ﹤0.01% 6480
2022
Q3 		$57K Buy
2,546
+1,764
+226% +$41.5K ﹤0.01% 6220
2022
Q2 		$18K Buy
+782
New +$18.7K ﹤0.01% 7020

Other funds holding OACP

OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return
OneAscent Wealth Management
OneAscent Wealth Management Birmingham, Alabama $315M AUM 13.63% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
OneAscent Family Office
OneAscent Family Office Birmingham, Alabama $242M AUM 28.09% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Patron Partners
Patron Partners Houston, Texas $262M AUM 25.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

UBS Group's OACP Position: Q3 2026 in Review

UBS Group opened a new position in OneAscent Core Plus Bond ETF (OACP) in Q3 2026: 91 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #10117 among its holdings. This is a return to the name: UBS Group previously reported a position in OACP as recently as Q4 2025.

UBS Group first reported a position in OACP in Q2 2022 and has held it in 12 quarters since. The position peaked at $67.7K in Q4 2022. 25 funds tracked by Wall St. Rank hold OACP as of Q3 2026.

  • UBS Group held 91 shares of OneAscent Core Plus Bond ETF worth $1.97K as of Q3 2026.
  • OneAscent Core Plus Bond ETF was a new UBS Group position in Q3 2026.
  • OneAscent Core Plus Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #10117 holding.
  • UBS Group first reported a position in OneAscent Core Plus Bond ETF in Q2 2022 and has held it in 12 quarters since.
  • UBS Group's OneAscent Core Plus Bond ETF position peaked at $67.7K in Q4 2022.
  • 25 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.