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Advisornet Financial’s OneAscent International Equity ETF OAIM Stock Holding History

Advisornet Financial’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 		$12.7K Buy
266
+8
+3% +$372 ﹤0.01% 1516
2026
Q1 		$11.1K Sell
258
-16
-6% -$700 ﹤0.01% 1514
2025
Q4 		$11.3K Hold
274
– – ﹤0.01% 1507
2025
Q3 		$11K Hold
274
– – ﹤0.01% 1489
2025
Q2 		$10.5K Sell
274
-701
-72% -$24.9K ﹤0.01% 1467
2025
Q1 		$32.6K Hold
975
– – ﹤0.01% 1049
2024
Q4 		$31.3K Hold
975
– – ﹤0.01% 1015
2024
Q3 		$33.6K Buy
+975
New +$32.2K ﹤0.01% 1031

Other funds holding OAIM

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 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

Advisornet Financial's OAIM Position: Q2 2026 in Review

Advisornet Financial increased its OneAscent International Equity ETF (OAIM) stake by 3.1% in Q2 2026, buying an estimated $372 and bringing the position to 266 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Advisornet Financial first reported a position in OAIM in Q3 2024 and has held it in 8 quarters since. The position peaked at $33.6K in Q3 2024. 52 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

  • Advisornet Financial held 266 shares of OneAscent International Equity ETF worth $12.7K as of Q2 2026.
  • Advisornet Financial bought 8 OneAscent International Equity ETF shares in Q2 2026, an estimated $372.
  • OneAscent International Equity ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1516 holding.
  • Advisornet Financial first reported a position in OneAscent International Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • Advisornet Financial's OneAscent International Equity ETF position peaked at $33.6K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.