OneAscent Wealth Management LLC Has $2.19 Million Position in OneAscent Small Cap Core ETF $OASC

OneAscent Wealth Management LLC lifted its stake in shares of OneAscent Small Cap Core ETF (NYSEARCA:OASC) by 109.7% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 84,127 shares of the company’s stock after purchasing an additional 44,018 shares during the period. OneAscent Small Cap Core ETF accounts for 0.8% of OneAscent Wealth Management LLC’s holdings, making the stock its 15th biggest position. OneAscent Wealth Management LLC owned about 8.41% of OneAscent Small Cap Core ETF worth $2,189,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. OneAscent Family Office LLC bought a new position in OneAscent Small Cap Core ETF in the 1st quarter valued at about $437,000. OneAscent Financial Services LLC raised its position in OneAscent Small Cap Core ETF by 14.6% during the first quarter. OneAscent Financial Services LLC now owns 633,354 shares of the company’s stock valued at $15,697,000 after purchasing an additional 80,777 shares in the last quarter. First Heartland Consultants Inc. lifted its position in shares of OneAscent Small Cap Core ETF by 57.9% during the 1st quarter. First Heartland Consultants Inc. now owns 32,098 shares of the company’s stock worth $792,000 after buying an additional 11,773 shares during the last quarter. IFP Advisors Inc lifted its holdings in shares of OneAscent Small Cap Core ETF by 655.4% in the second quarter. IFP Advisors Inc now owns 6,308 shares of the company’s stock worth $164,000 after acquiring an additional 5,473 shares during the last quarter. Finally, Strategic Blueprint LLC bought a new position in OneAscent Small Cap Core ETF in the 2nd quarter valued at approximately $264,000.

OneAscent Small Cap Core ETF Stock Down 1.3%

Shares of OASC stock opened at $28.21 on Friday. The firm has a market capitalization of $26.24 million, a P/E ratio of 17.24 and a beta of 1.31. OneAscent Small Cap Core ETF has a twelve month low of $21.44 and a twelve month high of $30.04. The stock’s fifty day simple moving average is $28.44 and its 200 day simple moving average is $26.74.

OneAscent Small Cap Core ETF Profile

The OneAscent Small Cap Core ETF (OASC) is an exchange-traded fund that is based on the S&P Small Cap 600 index. The fund is actively managed to invest in 200 small-cap companies in the US. The fund uses a proprietary, value-based screening process. OASC was launched on Jun 13, 2024 and is issued by Oneascent.