OneAscent Financial Services LLC
Position in CLCG — Crossmark Large Cap Growth ETF
CIK 1780985
BIRMINGHAM, AL
Position in CLCG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,229,037
+$190,389 QoQ
Shares Held
42,445
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1
of 6 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLCG Over Time
Shares Held
Position Value (USD)
All Filings in CLCG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,229,037 | 42,445 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,038,648 | 42,585 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $870,636 | 32,247 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||