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Aptus Capital Advisors’s OneAscent Emerging Markets ETF OAEM Stock Holding History

Aptus Capital Advisors’s Portfolio OAEM Stock Details OAEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.2K Buy
501
+3
+0.6% +$123 ﹤0.01% 1405
2025
Q4 		$18.2K Hold
498
– – ﹤0.01% 1429
2025
Q3 		$17.1K Hold
498
– – ﹤0.01% 1373
2025
Q2 		$16.1K Buy
+498
New +$15K ﹤0.01% 1319

Other funds holding OAEM

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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
PP
Patron Partners Houston, Texas $226M AUM 21.26% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return

Aptus Capital Advisors's OAEM Position: Q1 2026 in Review

Aptus Capital Advisors increased its OneAscent Emerging Markets ETF (OAEM) stake by 0.6% in Q1 2026, buying an estimated $123 and bringing the position to 501 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Aptus Capital Advisors first reported a position in OAEM in Q2 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold OAEM as of Q1 2026.

  • Aptus Capital Advisors held 501 shares of OneAscent Emerging Markets ETF worth $20.2K as of Q1 2026.
  • Aptus Capital Advisors bought 3 OneAscent Emerging Markets ETF shares in Q1 2026, an estimated $123.
  • OneAscent Emerging Markets ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1405 holding.
  • Aptus Capital Advisors first reported a position in OneAscent Emerging Markets ETF in Q2 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.