Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s OneAscent International Equity ETF OAIM Stock Holding History

Cambridge Investment Research Advisors’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 		$2.25M Buy
46,970
+5,005
+12% +$232K 0.01% 1596
2026
Q1 		$1.81M Sell
41,965
-127
-0.3% -$5.56K ﹤0.01% 1672
2025
Q4 		$1.74M Buy
42,092
+2,160
+5% +$87.3K ﹤0.01% 1656
2025
Q3 		$1.61M Sell
39,932
-60,779
-60% -$2.37M ﹤0.01% 1679
2025
Q2 		$3.85M Buy
100,711
+6,419
+7% +$228K 0.01% 993
2025
Q1 		$3.15M Buy
94,292
+6,325
+7% +$210K 0.01% 1061
2024
Q4 		$2.83M Buy
87,967
+26,502
+43% +$883K 0.01% 1128
2024
Q3 		$2.12M Sell
61,465
-935
-1% -$30.9K 0.01% 1305
2024
Q2 		$2.01M Buy
62,400
+5,668
+10% +$182K 0.01% 1278
2024
Q1 		$1.82M Buy
56,732
+13,250
+30% +$410K 0.01% 1327
2023
Q4 		$1.32M Buy
43,482
+11,871
+38% +$344K 0.01% 1466
2023
Q3 		$902K Sell
31,611
-9,976
-24% -$302K ﹤0.01% 1645
2023
Q2 		$1.28M Buy
41,587
+487
+1% +$14.5K 0.01% 1444
2023
Q1 		$1.21M Buy
+41,100
New +$1.18M 0.01% 1448

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

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

Cambridge Investment Research Advisors increased its OneAscent International Equity ETF (OAIM) stake by 12% in Q2 2026, buying an estimated $232K and bringing the position to 46,970 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #1596.

Cambridge Investment Research Advisors first reported a position in OAIM in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.85M in Q2 2025. 51 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

  • Cambridge Investment Research Advisors held 46,970 shares of OneAscent International Equity ETF worth $2.25M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 5,005 OneAscent International Equity ETF shares in Q2 2026, an estimated $232K.
  • OneAscent International Equity ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1596 holding.
  • Cambridge Investment Research Advisors first reported a position in OneAscent International Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • Cambridge Investment Research Advisors's OneAscent International Equity ETF position peaked at $3.85M in Q2 2025.
  • 51 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

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