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Abundance Wealth Counselors’s OneAscent International Equity ETF OAIM Stock Holding History

Abundance Wealth Counselors’s Portfolio OAIM Stock Details OAIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$286K Hold
6,636
– – 0.04% 187
2025
Q4 		$275K Buy
6,636
+243
+4% +$9.82K 0.05% 141
2025
Q3 		$257K Hold
6,393
– – 0.04% 145
2025
Q2 		$244K Buy
+6,393
New +$227K 0.05% 147

Other funds holding OAIM

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Abundance Wealth Counselors's OAIM Position: Q1 2026 in Review

Abundance Wealth Counselors held its OneAscent International Equity ETF (OAIM) position steady in Q1 2026 at 6,636 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #187.

Abundance Wealth Counselors first reported a position in OAIM in Q2 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold OAIM as of Q1 2026.

  • Abundance Wealth Counselors held 6,636 shares of OneAscent International Equity ETF worth $286K as of Q1 2026.
  • Abundance Wealth Counselors left its OneAscent International Equity ETF share count unchanged in Q1 2026.
  • OneAscent International Equity ETF made up 0.04% of Abundance Wealth Counselors's portfolio in Q1 2026, its #187 holding.
  • Abundance Wealth Counselors first reported a position in OneAscent International Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.