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Aptus Capital Advisors’s OneAscent International Equity ETF OAIM Stock Holding History

Aptus Capital Advisors’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 		$76K Buy
1,766
+17
+1% +$744 ﹤0.01% 1204
2025
Q4 		$72.4K Hold
1,749
– – ﹤0.01% 1234
2025
Q3 		$70.3K Hold
1,749
– – ﹤0.01% 1181
2025
Q2 		$66.8K Buy
+1,749
New +$62.1K ﹤0.01% 1138

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

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

Aptus Capital Advisors increased its OneAscent International Equity ETF (OAIM) stake by 0.97% in Q1 2026, buying an estimated $744 and bringing the position to 1,766 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Aptus Capital Advisors 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.

  • Aptus Capital Advisors held 1,766 shares of OneAscent International Equity ETF worth $76K as of Q1 2026.
  • Aptus Capital Advisors bought 17 OneAscent International Equity ETF shares in Q1 2026, an estimated $744.
  • OneAscent International Equity ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1204 holding.
  • Aptus Capital Advisors 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 Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.