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Action Point Financial Planning’s OneAscent International Equity ETF OAIM Stock Holding History

Action Point Financial Planning’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
Q2 		$19.9K Buy
+415
New +$19.3K ﹤0.01% 1134

Other funds holding OAIM

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Action Point Financial Planning's OAIM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in OneAscent International Equity ETF (OAIM) in Q2 2026: 415 shares worth $19.9K. The stake represents ﹤0.01% of the portfolio and ranks #1134 among its holdings.

52 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

  • Action Point Financial Planning held 415 shares of OneAscent International Equity ETF worth $19.9K as of Q2 2026.
  • OneAscent International Equity ETF was a new Action Point Financial Planning position in Q2 2026.
  • OneAscent International Equity ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1134 holding.
  • 52 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.