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Atria Investments’s OneAscent International Equity ETF OAIM Stock Holding History

Atria Investments’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 		$14.4M Sell
300,933
-295,472
-50% -$13.7M 0.14% 147
2026
Q1 		$25.7M Sell
596,405
-6,587
-1% -$288K 0.29% 59
2025
Q4 		$25M Sell
602,992
-410,375
-40% -$16.6M 0.28% 54
2025
Q3 		$40.8M Sell
1,013,367
-131,220
-11% -$5.13M 0.47% 35
2025
Q2 		$43.7M Sell
1,144,587
-20,168
-2% -$716K 0.52% 31
2025
Q1 		$38.9M Sell
1,164,755
-1,397,860
-55% -$46.5M 0.5% 32
2024
Q4 		$82.3M Buy
2,562,615
+105,950
+4% +$3.53M 1.02% 8
2024
Q3 		$84.5M Sell
2,456,665
-16,305
-0.7% -$538K 1.05% 8
2024
Q2 		$79.8M Sell
2,472,970
-271,675
-10% -$8.74M 1.03% 8
2024
Q1 		$88.2M Buy
2,744,645
+176,423
+7% +$5.46M 1.21% 7
2023
Q4 		$78.1M Buy
2,568,222
+169,716
+7% +$4.92M 1.21% 7
2023
Q3 		$68.5M Sell
2,398,506
-715,780
-23% -$21.7M 1.22% 7
2023
Q2 		$95.7M Buy
3,114,286
+321,797
+12% +$9.6M 1.73% 5
2023
Q1 		$82.4M Buy
2,792,489
+847,382
+44% +$24.4M 1.56% 5
2022
Q4 		$51.5M Sell
1,945,107
-40,686
-2% -$1.03M 1.06% 7
2022
Q3 		$45.9M Buy
+1,985,793
New +$47.5M 1.01% 10

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
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
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Atria Investments's OAIM Position: Q2 2026 in Review

Atria Investments reduced its OneAscent International Equity ETF (OAIM) stake by 50% in Q2 2026, selling an estimated $13.7M and leaving 300,933 shares worth $14.4M. The position accounts for 0.14% of the portfolio, ranked #147.

Atria Investments first reported a position in OAIM in Q3 2022 and has held it in 16 quarters since. The position peaked at $95.7M in Q2 2023. 52 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

  • Atria Investments held 300,933 shares of OneAscent International Equity ETF worth $14.4M as of Q2 2026.
  • Atria Investments sold 295,472 OneAscent International Equity ETF shares in Q2 2026, an estimated $13.7M.
  • OneAscent International Equity ETF made up 0.14% of Atria Investments's portfolio in Q2 2026, its #147 holding.
  • Atria Investments first reported a position in OneAscent International Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • Atria Investments's OneAscent International Equity ETF position peaked at $95.7M in Q2 2023.
  • 52 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

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