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Blue Trust Inc’s OneAscent International Equity ETF OAIM Stock Holding History

Blue Trust Inc’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 		– Sell
-157
Closed -$6.76K – 2595
2026
Q1 		$6.76K Buy
+157
New +$6.87K ﹤0.01% 1924

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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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

Blue Trust Inc's OAIM Position: Q2 2026 in Review

Blue Trust Inc sold out of OneAscent International Equity ETF (OAIM) in Q2 2026, closing a stake of 157 shares — an estimated $6.76K sold.

Blue Trust Inc first reported a position in OAIM in Q1 2026 and held it in 1 quarter. The position peaked at $6.76K in Q1 2026. 52 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

  • Blue Trust Inc reported no remaining OneAscent International Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 157 OneAscent International Equity ETF shares in Q2 2026, an estimated $6.76K.
  • Blue Trust Inc first reported a position in OneAscent International Equity ETF in Q1 2026 and held it in 1 quarter.
  • Blue Trust Inc's OneAscent International Equity ETF position peaked at $6.76K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.