Commonwealth Equity Services
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Commonwealth Equity Services’s OneAscent International Equity ETF OAIM Stock Holding History

Commonwealth Equity Services’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 		$230K Hold
5,347
– – ﹤0.01% 3866
2025
Q4 		$221K Sell
5,347
-459
-8% -$18.6K ﹤0.01% 3894
2025
Q3 		$234K Hold
5,806
– – ﹤0.01% 3841
2025
Q2 		$222K Buy
+5,806
New +$206K ﹤0.01% 3834
2024
Q4 		– Sell
-5,975
Closed -$206K – 4179
2024
Q3 		$206K Buy
+5,975
New +$197K ﹤0.01% 3672

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

Commonwealth Equity Services's OAIM Position: Q1 2026 in Review

Commonwealth Equity Services held its OneAscent International Equity ETF (OAIM) position steady in Q1 2026 at 5,347 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #3866.

Commonwealth Equity Services first reported a position in OAIM in Q3 2024 and has held it in 5 quarters since. The position peaked at $234K in Q3 2025. 48 funds tracked by Wall St. Rank hold OAIM as of Q1 2026.

  • Commonwealth Equity Services held 5,347 shares of OneAscent International Equity ETF worth $230K as of Q1 2026.
  • Commonwealth Equity Services left its OneAscent International Equity ETF share count unchanged in Q1 2026.
  • OneAscent International Equity ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3866 holding.
  • Commonwealth Equity Services first reported a position in OneAscent International Equity ETF in Q3 2024 and has held it in 5 quarters since.
  • Commonwealth Equity Services's OneAscent International Equity ETF position peaked at $234K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.