TrueWealth Advisors LLC Acquires 15,600 Shares of OneAscent Large Cap Core ETF $OALC

TrueWealth Advisors LLC raised its holdings in shares of OneAscent Large Cap Core ETF (NYSEARCA:OALC) by 13.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 132,384 shares of the company’s stock after purchasing an additional 15,600 shares during the quarter. OneAscent Large Cap Core ETF accounts for approximately 1.2% of TrueWealth Advisors LLC’s investment portfolio, making the stock its 16th largest holding. TrueWealth Advisors LLC owned approximately 2.20% of OneAscent Large Cap Core ETF worth $5,432,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Kestra Advisory Services LLC boosted its position in OneAscent Large Cap Core ETF by 3.7% in the 4th quarter. Kestra Advisory Services LLC now owns 11,409 shares of the company’s stock valued at $404,000 after buying an additional 404 shares during the period. OneAscent Investment Solutions LLC increased its position in shares of OneAscent Large Cap Core ETF by 1.8% during the fourth quarter. OneAscent Investment Solutions LLC now owns 22,751 shares of the company’s stock worth $807,000 after acquiring an additional 407 shares during the period. Security Financial Services INC. raised its stake in shares of OneAscent Large Cap Core ETF by 32.1% during the fourth quarter. Security Financial Services INC. now owns 12,956 shares of the company’s stock valued at $459,000 after acquiring an additional 3,146 shares in the last quarter. Values First Advisors Inc. raised its stake in shares of OneAscent Large Cap Core ETF by 88.2% during the fourth quarter. Values First Advisors Inc. now owns 7,523 shares of the company’s stock valued at $267,000 after acquiring an additional 3,525 shares in the last quarter. Finally, SHP Wealth Management purchased a new stake in shares of OneAscent Large Cap Core ETF in the fourth quarter valued at approximately $158,000.

OneAscent Large Cap Core ETF Stock Up 0.7%

Shares of NYSEARCA:OALC opened at $42.22 on Friday. OneAscent Large Cap Core ETF has a 52-week low of $33.12 and a 52-week high of $42.49. The stock has a market cap of $256.28 million, a P/E ratio of 25.77 and a beta of 0.95. The business’s 50 day moving average is $40.50 and its 200 day moving average is $38.04.

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.