Congress Holdings

Most held

OASC

OneAscent Enhanced Small and Mid Cap ETF

Listed by 1 member on their latest annual reports (3 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Gary J. Palmer AL-6 Spouse Ann Palmer Schwab IRA ⇒ OneAscent Enhanced Small and Mid Cap ETF (OASC) EF $15,001 - $50,000 April 15, 2026
filing 10075305, p. 1
Gary J. Palmer AL-6 Joint Charles Schwab ⇒ OneAscent Enhanced Small and Mid Cap ETF (OASC) EF $15,001 - $50,000 April 15, 2026
filing 10075305, p. 2
Gary J. Palmer AL-6 Member Gary Palmer Schwab IRA ⇒ OneAscent Enhanced Small and Mid Cap ETF (OASC) EF $15,001 - $50,000 April 15, 2026
filing 10075305, p. 3

How the count is made: see Most held.