OneAscent Large Cap Core ETF $OALC Stake Lowered by OneAscent Family Office LLC

OneAscent Family Office LLC lessened its holdings in shares of OneAscent Large Cap Core ETF (NYSEARCA:OALC) by 2.9% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 120,213 shares of the company’s stock after selling 3,594 shares during the period. OneAscent Large Cap Core ETF accounts for approximately 3.7% of OneAscent Family Office LLC’s investment portfolio, making the stock its 4th biggest holding. OneAscent Family Office LLC’s holdings in OneAscent Large Cap Core ETF were worth $3,901,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. IFP Advisors Inc increased its stake in OneAscent Large Cap Core ETF by 31.7% in the first quarter. IFP Advisors Inc now owns 4,045 shares of the company’s stock valued at $116,000 after purchasing an additional 974 shares during the last quarter. Envestnet Asset Management Inc. acquired a new position in shares of OneAscent Large Cap Core ETF in the 2nd quarter valued at $417,000. OneAscent Investment Solutions LLC purchased a new position in shares of OneAscent Large Cap Core ETF in the 1st quarter valued at $488,000. First Heartland Consultants Inc. acquired a new stake in OneAscent Large Cap Core ETF during the 1st quarter worth $524,000. Finally, RFG Advisory LLC raised its stake in OneAscent Large Cap Core ETF by 4.1% during the 2nd quarter. RFG Advisory LLC now owns 72,517 shares of the company’s stock worth $2,353,000 after acquiring an additional 2,884 shares in the last quarter.

OneAscent Large Cap Core ETF Price Performance

NYSEARCA OALC opened at $35.35 on Thursday. The company has a fifty day moving average of $34.73 and a two-hundred day moving average of $32.68. The company has a market capitalization of $177.81 million, a PE ratio of 25.77 and a beta of 0.93. OneAscent Large Cap Core ETF has a 1 year low of $25.05 and a 1 year high of $36.82.

OneAscent Large Cap Core ETF Company Profile

The OneAscent Large Cap Core ETF (OALC) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively-managed portfolio of US large-cap companies screened and selected for its value-based philosophy and fundamental evaluation. The fund seeks capital appreciation. OALC was launched on Nov 16, 2021 and is managed by Oneascent.