Cetera Investment Advisers
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Cetera Investment Advisers’s OneAscent International Equity ETF OAIM Stock Holding History

Cetera Investment Advisers’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 		$345K Sell
7,210
-1,248
-15% -$58K ﹤0.01% 4030
2026
Q1 		$364K Buy
8,458
+4
+0% +$175 ﹤0.01% 3817
2025
Q4 		$350K Sell
8,454
-437
-5% -$17.7K ﹤0.01% 3758
2025
Q3 		$358K Buy
+8,891
New +$347K ﹤0.01% 3686

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

Cetera Investment Advisers's OAIM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its OneAscent International Equity ETF (OAIM) stake by 15% in Q2 2026, selling an estimated $58K and leaving 7,210 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #4030.

Cetera Investment Advisers first reported a position in OAIM in Q3 2025 and has held it in 4 quarters since. The position peaked at $364K in Q1 2026. 52 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

  • Cetera Investment Advisers held 7,210 shares of OneAscent International Equity ETF worth $345K as of Q2 2026.
  • Cetera Investment Advisers sold 1,248 OneAscent International Equity ETF shares in Q2 2026, an estimated $58K.
  • OneAscent International Equity ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4030 holding.
  • Cetera Investment Advisers first reported a position in OneAscent International Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's OneAscent International Equity ETF position peaked at $364K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.