Cambridge Investment Research Advisors’s OneAscent Emerging Markets ETF OAEM Stock Holding History

Cambridge Investment Research Advisors’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	$648K	Sell	12,996 -4,708	-27%	-$221K	﹤0.01%	2719
2026 Q1	$714K	Sell	17,704 -2,646	-13%	-$109K	﹤0.01%	2473
2025 Q4	$745K	Sell	20,350 -232	-1%	-$8.11K	﹤0.01%	2362
2025 Q3	$708K	Sell	20,582 -710	-3%	-$23.5K	﹤0.01%	2341
2025 Q2	$689K	Buy	21,292 +3,379	+19%	+$102K	﹤0.01%	2244
2025 Q1	$514K	Sell	17,913 -9,196	-34%	-$274K	﹤0.01%	2419
2024 Q4	$790K	Sell	27,109 -14,358	-35%	-$435K	﹤0.01%	2054
2024 Q3	$1.27M	Buy	41,467 +13,090	+46%	+$393K	﹤0.01%	1684
2024 Q2	$863K	Buy	28,377 +1,584	+6%	+$46.8K	﹤0.01%	1881
2024 Q1	$803K	Sell	26,793 -2,007	-7%	-$57.7K	﹤0.01%	1886
2023 Q4	$843K	Buy	28,800 +14,280	+98%	+$394K	﹤0.01%	1763
2023 Q3	$389K	Buy	14,520 +385	+3%	+$10.9K	﹤0.01%	2291
2023 Q2	$407K	Buy	14,135 +1,125	+9%	+$31.8K	﹤0.01%	2289
2023 Q1	$371K	Buy	+13,010	New	+$357K	﹤0.01%	2299

Other funds holding OAEM

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Cambridge Investment Research Advisors's OAEM Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its OneAscent Emerging Markets ETF (OAEM) stake by 27% in Q2 2026, selling an estimated $221K and leaving 12,996 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #2719.

Cambridge Investment Research Advisors first reported a position in OAEM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.27M in Q3 2024. 11 funds tracked by Wall St. Rank hold OAEM as of Q2 2026.

Cambridge Investment Research Advisors held 12,996 shares of OneAscent Emerging Markets ETF worth $648K as of Q2 2026.
Cambridge Investment Research Advisors sold 4,708 OneAscent Emerging Markets ETF shares in Q2 2026, an estimated $221K.
OneAscent Emerging Markets ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2719 holding.
Cambridge Investment Research Advisors first reported a position in OneAscent Emerging Markets ETF in Q1 2023 and has held it in 14 quarters since.
Cambridge Investment Research Advisors's OneAscent Emerging Markets ETF position peaked at $1.27M in Q3 2024.
11 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.