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Atria Investments’s OneAscent Emerging Markets ETF OAEM Stock Holding History

Atria Investments’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 		$3.77M Sell
93,449
-5,830
-6% -$240K 0.04% 459
2025
Q4 		$3.64M Sell
99,279
-123,713
-55% -$4.33M 0.04% 483
2025
Q3 		$7.68M Sell
222,992
-25,426
-10% -$843K 0.09% 252
2025
Q2 		$8.04M Buy
248,418
+21,125
+9% +$638K 0.09% 245
2025
Q1 		$6.53M Sell
227,293
-824,750
-78% -$24.6M 0.08% 277
2024
Q4 		$30.7M Sell
1,052,043
-643,189
-38% -$19.5M 0.38% 43
2024
Q3 		$51.9M Buy
1,695,232
+702,807
+71% +$21.1M 0.64% 19
2024
Q2 		$30.2M Sell
992,425
-17,893
-2% -$529K 0.39% 44
2024
Q1 		$30.3M Sell
1,010,318
-589,538
-37% -$17M 0.42% 47
2023
Q4 		$46.8M Buy
1,599,856
+721,989
+82% +$19.9M 0.72% 17
2023
Q3 		$23.5M Buy
877,867
+24,526
+3% +$691K 0.42% 45
2023
Q2 		$24.6M Sell
853,341
-12,785
-1% -$361K 0.44% 44
2023
Q1 		$24.7M Buy
866,126
+78,985
+10% +$2.17M 0.47% 39
2022
Q4 		$19.9M Buy
787,141
+9,020
+1% +$221K 0.41% 42
2022
Q3 		$17.8M Buy
+778,121
New +$18.6M 0.39% 45

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
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
OIS
OneAscent Investment Solutions Birmingham, Alabama $100M AUM 15.97% 1-Year Est. Return

Atria Investments's OAEM Position: Q1 2026 in Review

Atria Investments reduced its OneAscent Emerging Markets ETF (OAEM) stake by 5.9% in Q1 2026, selling an estimated $240K and leaving 93,449 shares worth $3.77M. The position accounts for 0.04% of the portfolio, ranked #459.

Atria Investments first reported a position in OAEM in Q3 2022 and has held it in 15 quarters since. The position peaked at $51.9M in Q3 2024. 28 funds tracked by Wall St. Rank hold OAEM as of Q1 2026.

  • Atria Investments held 93,449 shares of OneAscent Emerging Markets ETF worth $3.77M as of Q1 2026.
  • Atria Investments sold 5,830 OneAscent Emerging Markets ETF shares in Q1 2026, an estimated $240K.
  • OneAscent Emerging Markets ETF made up 0.04% of Atria Investments's portfolio in Q1 2026, its #459 holding.
  • Atria Investments first reported a position in OneAscent Emerging Markets ETF in Q3 2022 and has held it in 15 quarters since.
  • Atria Investments's OneAscent Emerging Markets ETF position peaked at $51.9M in Q3 2024.
  • 28 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.