Cambridge Investment Research Advisors
OAIM icon

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
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 $1.85B AUM 18.45% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Cambridge Investment Research Advisors's OAIM Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its OneAscent International Equity ETF (OAIM) stake by 0.3% in Q1 2026, selling an estimated $5.56K and leaving 41,965 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Cambridge Investment Research Advisors first reported a position in OAIM in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.85M in Q2 2025. 48 funds tracked by Wall St. Rank hold OAIM as of Q1 2026.

  • Cambridge Investment Research Advisors held 41,965 shares of OneAscent International Equity ETF worth $1.81M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 127 OneAscent International Equity ETF shares in Q1 2026, an estimated $5.56K.
  • OneAscent International Equity ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1672 holding.
  • Cambridge Investment Research Advisors first reported a position in OneAscent International Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • Cambridge Investment Research Advisors's OneAscent International Equity ETF position peaked at $3.85M in Q2 2025.
  • 48 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.