OneAscent Financial Services LLC Has $90.23 Million Stock Position in OneAscent Large Cap Core ETF $OALC

OneAscent Financial Services LLC boosted its position in shares of OneAscent Large Cap Core ETF (NYSEARCA:OALC) by 103.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,545,390 shares of the company’s stock after purchasing an additional 1,293,607 shares during the period. OneAscent Large Cap Core ETF comprises 8.3% of OneAscent Financial Services LLC’s holdings, making the stock its 3rd largest position. OneAscent Financial Services LLC owned approximately 46.03% of OneAscent Large Cap Core ETF worth $90,234,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in OALC. Jane Street Group LLC increased its holdings in OneAscent Large Cap Core ETF by 97.5% during the 2nd quarter. Jane Street Group LLC now owns 14,467 shares of the company’s stock worth $469,000 after purchasing an additional 7,143 shares in the last quarter. Jones Financial Companies Lllp increased its holdings in OneAscent Large Cap Core ETF by 330.8% during the 3rd quarter. Jones Financial Companies Lllp now owns 22,077 shares of the company’s stock worth $763,000 after purchasing an additional 16,952 shares in the last quarter. Envestnet Asset Management Inc. increased its holdings in OneAscent Large Cap Core ETF by 249.2% during the 3rd quarter. Envestnet Asset Management Inc. now owns 44,887 shares of the company’s stock worth $1,562,000 after purchasing an additional 32,033 shares in the last quarter. Plan A Wealth LLC bought a new position in OneAscent Large Cap Core ETF during the 3rd quarter worth about $282,000. Finally, First Heartland Consultants Inc. increased its holdings in OneAscent Large Cap Core ETF by 1.5% during the 3rd quarter. First Heartland Consultants Inc. now owns 65,406 shares of the company’s stock worth $2,277,000 after purchasing an additional 989 shares in the last quarter.

OneAscent Large Cap Core ETF Trading Down 3.1%

OALC stock opened at $39.77 on Friday. The stock has a 50-day moving average price of $38.10 and a two-hundred day moving average price of $36.49. The stock has a market cap of $226.69 million, a PE ratio of 25.77 and a beta of 0.95. OneAscent Large Cap Core ETF has a 1 year low of $30.97 and a 1 year high of $41.27.

About OneAscent Large Cap Core ETF

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.