OneAscent Wealth Management LLC Raises Position in OneAscent Small Cap Core ETF $OASC

OneAscent Wealth Management LLC grew its position in shares of OneAscent Small Cap Core ETF (NYSEARCA:OASC) by 43.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 530,851 shares of the company’s stock after buying an additional 160,489 shares during the quarter. OneAscent Small Cap Core ETF makes up about 5.2% of OneAscent Wealth Management LLC’s investment portfolio, making the stock its 5th biggest position. OneAscent Wealth Management LLC owned 0.22% of OneAscent Small Cap Core ETF worth $15,634,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Atria Investments Inc increased its position in shares of OneAscent Small Cap Core ETF by 23.4% in the third quarter. Atria Investments Inc now owns 422,521 shares of the company’s stock valued at $12,061,000 after acquiring an additional 80,171 shares during the last quarter. OneAscent Financial Services LLC increased its position in shares of OneAscent Small Cap Core ETF by 111.3% in the fourth quarter. OneAscent Financial Services LLC now owns 1,470,256 shares of the company’s stock valued at $43,299,000 after acquiring an additional 774,484 shares during the last quarter. OneAscent Investment Solutions LLC increased its position in shares of OneAscent Small Cap Core ETF by 3.3% in the fourth quarter. OneAscent Investment Solutions LLC now owns 14,630 shares of the company’s stock valued at $431,000 after acquiring an additional 463 shares during the last quarter. Plan A Wealth LLC acquired a new stake in shares of OneAscent Small Cap Core ETF in the third quarter valued at about $209,000. Finally, OneAscent Family Office LLC increased its position in shares of OneAscent Small Cap Core ETF by 31.8% in the fourth quarter. OneAscent Family Office LLC now owns 49,766 shares of the company’s stock valued at $1,466,000 after acquiring an additional 12,007 shares during the last quarter.

OneAscent Small Cap Core ETF Stock Down 2.7%

Shares of NYSEARCA OASC opened at $33.56 on Friday. The business’s 50 day moving average price is $32.54 and its two-hundred day moving average price is $30.90. The company has a market cap of $79.87 million, a PE ratio of 17.24 and a beta of 1.04. OneAscent Small Cap Core ETF has a twelve month low of $25.08 and a twelve month high of $34.61.

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.