OneAscent Wealth Management LLC Boosts Position in OneAscent Large Cap Core ETF $OALC

OneAscent Wealth Management LLC raised its holdings in OneAscent Large Cap Core ETF (NYSEARCA:OALC) by 9.1% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 1,069,282 shares of the company’s stock after acquiring an additional 88,981 shares during the quarter. OneAscent Large Cap Core ETF makes up about 12.5% of OneAscent Wealth Management LLC’s portfolio, making the stock its 2nd largest holding. OneAscent Wealth Management LLC owned about 0.21% of OneAscent Large Cap Core ETF worth $37,220,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Values First Advisors Inc. acquired a new stake in OneAscent Large Cap Core ETF in the third quarter valued at $139,000. Security Financial Services INC. bought a new stake in shares of OneAscent Large Cap Core ETF in the 3rd quarter valued at about $341,000. Envestnet Asset Management Inc. acquired a new stake in shares of OneAscent Large Cap Core ETF in the second quarter valued at about $417,000. IFP Advisors Inc raised its position in shares of OneAscent Large Cap Core ETF by 248.2% during the second quarter. IFP Advisors Inc now owns 14,086 shares of the company’s stock worth $457,000 after acquiring an additional 10,041 shares during the last quarter. Finally, Jane Street Group LLC boosted its stake in shares of OneAscent Large Cap Core ETF by 97.5% in the 2nd quarter. Jane Street Group LLC now owns 14,467 shares of the company’s stock valued at $469,000 after purchasing an additional 7,143 shares during the last quarter.

OneAscent Large Cap Core ETF Stock Up 0.0%

Shares of NYSEARCA OALC opened at $36.01 on Monday. The company has a market capitalization of $199.86 million, a PE ratio of 25.77 and a beta of 0.93. OneAscent Large Cap Core ETF has a twelve month low of $25.05 and a twelve month high of $36.82. The firm has a fifty day simple moving average of $35.59 and a 200 day simple moving average of $34.70.

OneAscent Large Cap Core ETF Announces Dividend

The firm also recently disclosed an annual dividend, which was paid on Monday, January 5th. Stockholders of record on Tuesday, December 30th were paid a $0.2152 dividend. This represents a dividend yield of 60.0%. The ex-dividend date of this dividend was Tuesday, December 30th.

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.