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Envestnet Asset Management Inc. raised its holdings in OneAscent Large Cap Core ETF (NYSEARCA:OALC) by 249.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 44,887 shares of the company's stock after purchasing an additional 32,033 shares during the quarter.
Atria Investments Inc reduced its position in shares of OneAscent Large Cap Core ETF (NYSEARCA:OALC) by 17.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 762,988 shares of the company's stock after selling 162,775 shares during the period.
Envestnet Asset Management Inc. bought a new position in shares of OneAscent Large Cap Core ETF (NYSEARCA:OALC) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 12,854 shares of the company's stock, valued at approximately $417,000. Envestnet Asset Management Inc.
OALC is a Christian faith-based alternative to S&P 500 Index funds and has excellent fundamentals. This analysis evaluated its diversification, risk, growth, value, and quality features compared to its peers. Unlike CATH, a more established ETF for Catholic investors, OALC is materially different from the S&P 500 Index. In particular, it avoids Apple, Meta Platforms, and UnitedHealth Group. OALC is a good single-solution ETF, but its expense ratio will eventually become burdensome. Currently, it's 0.49%, but that includes a 0.37% fee waiver set to expire in December 2025.
BIRMINGHAM, Ala. , June 13, 2024 /PRNewswire/ -- OneAscent Investment Solutions is proud to announce the latest addition to its suite of values-aligned investment offerings: the OneAscent Small Cap Core ETF (NYSE: OASC).
On Thursday, OneAscent bolstered its lineup of core ETFs with the debut of the OneAscent Small Cap Core ETF (OASC). OASC has a net expense ratio of 0.64%.