OneAscent Wealth Management LLC Boosts Stake in OneAscent Small Cap Core ETF $OASC

OneAscent Wealth Management LLC boosted its holdings in OneAscent Small Cap Core ETF (NYSEARCA:OASC – Free Report) by 43.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 530,851 shares of the company’s stock after acquiring an additional 160,489 shares during the quarter. OneAscent Small Cap Core ETF accounts for about 5.2% of OneAscent Wealth Management LLC’s investment portfolio, making the stock its 5th biggest position. OneAscent Wealth Management LLC owned about 22.30% of OneAscent Small Cap Core ETF worth $15,634,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in OASC. Plan A Wealth LLC bought a new stake in OneAscent Small Cap Core ETF in the third quarter valued at about $209,000. Atria Investments Inc increased its stake in 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 period. Strategic Blueprint LLC increased its stake in OneAscent Small Cap Core ETF by 6.9% in the fourth quarter. Strategic Blueprint LLC now owns 12,811 shares of the company’s stock valued at $377,000 after acquiring an additional 828 shares during the period. OneAscent Family Office LLC increased its stake in 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 period. Finally, OneAscent Financial Services LLC increased its stake in 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 period.

OneAscent Small Cap Core ETF Stock Down 2.7%

NYSEARCA OASC opened at $33.56 on Friday. The stock has a market cap of $79.87 million, a P/E ratio of 17.24 and a beta of 1.04. The company’s 50-day simple moving average is $32.54 and its 200 day simple moving average is $30.90. OneAscent Small Cap Core ETF has a twelve month low of $25.08 and a twelve month high of $34.61.

About OneAscent Small Cap Core ETF

(Free Report)

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.

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