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Avantax Advisory Services’s OneAscent International Equity ETF OAIM Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$339K Sell
8,871
-229
-3% -$8.13K ﹤0.01% 1824
2025
Q1 		$304K Buy
9,100
+739
+9% +$24.6K ﹤0.01% 1819
2024
Q4 		$269K Sell
8,361
-200
-2% -$6.67K ﹤0.01% 1857
2024
Q3 		$295K Buy
8,561
+592
+7% +$19.5K ﹤0.01% 1762
2024
Q2 		$257K Buy
7,969
+840
+12% +$27K ﹤0.01% 1801
2024
Q1 		$229K Buy
+7,129
New +$221K ﹤0.01% 1464

Other funds holding OAIM

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OIS
OneAscent Investment Solutions Birmingham, Alabama $100M AUM 15.97% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Avantax Advisory Services's OAIM Position: Q2 2025 in Review

Avantax Advisory Services reduced its OneAscent International Equity ETF (OAIM) stake by 2.5% in Q2 2025, selling an estimated $8.13K and leaving 8,871 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Avantax Advisory Services first reported a position in OAIM in Q1 2024 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold OAIM as of Q2 2025.

  • Avantax Advisory Services held 8,871 shares of OneAscent International Equity ETF worth $339K as of Q2 2025.
  • Avantax Advisory Services sold 229 OneAscent International Equity ETF shares in Q2 2025, an estimated $8.13K.
  • OneAscent International Equity ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1824 holding.
  • Avantax Advisory Services first reported a position in OneAscent International Equity ETF in Q1 2024 and has held it in 6 quarters since.
  • 36 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.