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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
Q2 		$5.18M Buy
103,903
+10,454
+11% +$491K 0.05% 383
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 $2.09B AUM 24.1% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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 $260M AUM 31.01% 1-Year Est. Return

Atria Investments's OAEM Position: Q2 2026 in Review

Atria Investments increased its OneAscent Emerging Markets ETF (OAEM) stake by 11% in Q2 2026, buying an estimated $491K and bringing the position to 103,903 shares worth $5.18M. The position accounts for 0.05% of the portfolio, ranked #383.

Atria Investments first reported a position in OAEM in Q3 2022 and has held it in 16 quarters since. The position peaked at $51.9M in Q3 2024. 31 funds tracked by Wall St. Rank hold OAEM as of Q2 2026.

  • Atria Investments held 103,903 shares of OneAscent Emerging Markets ETF worth $5.18M as of Q2 2026.
  • Atria Investments bought 10,454 OneAscent Emerging Markets ETF shares in Q2 2026, an estimated $491K.
  • OneAscent Emerging Markets ETF made up 0.05% of Atria Investments's portfolio in Q2 2026, its #383 holding.
  • Atria Investments first reported a position in OneAscent Emerging Markets ETF in Q3 2022 and has held it in 16 quarters since.
  • Atria Investments's OneAscent Emerging Markets ETF position peaked at $51.9M in Q3 2024.
  • 31 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.