Wealth Enhancement Advisory Services
OACP icon

Wealth Enhancement Advisory Services’s OneAscent Core Plus Bond ETF OACP Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.49M Buy
65,988
+55,255
+515% +$1.26M ﹤0.01% 1786
2026
Q1 		$245K Buy
+10,733
New +$247K ﹤0.01% 2973

Other funds holding OACP

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Wealth Enhancement Advisory Services's OACP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its OneAscent Core Plus Bond ETF (OACP) stake by 515% in Q2 2026, buying an estimated $1.26M and bringing the position to 65,988 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Wealth Enhancement Advisory Services first reported a position in OACP in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold OACP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 65,988 shares of OneAscent Core Plus Bond ETF worth $1.49M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 55,255 OneAscent Core Plus Bond ETF shares in Q2 2026, an estimated $1.26M.
  • OneAscent Core Plus Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1786 holding.
  • Wealth Enhancement Advisory Services first reported a position in OneAscent Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held OneAscent Core Plus Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.