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Cornerstone Financial Management’s OneAscent International Equity ETF OAIM Stock Holding History

Cornerstone Financial Management’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 		$1.97M Buy
41,087
+7,509
+22% +$349K 1.58% 18
2026
Q1 		$1.45M Buy
33,578
+5,982
+22% +$262K 1.33% 22
2025
Q4 		$1.14M Buy
+27,596
New +$1.12M 1.07% 29

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

Cornerstone Financial Management's OAIM Position: Q2 2026 in Review

Cornerstone Financial Management increased its OneAscent International Equity ETF (OAIM) stake by 22% in Q2 2026, buying an estimated $349K and bringing the position to 41,087 shares worth $1.97M. The position accounts for 1.58% of the portfolio, ranked #18.

Cornerstone Financial Management first reported a position in OAIM in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

  • Cornerstone Financial Management held 41,087 shares of OneAscent International Equity ETF worth $1.97M as of Q2 2026.
  • Cornerstone Financial Management bought 7,509 OneAscent International Equity ETF shares in Q2 2026, an estimated $349K.
  • OneAscent International Equity ETF made up 1.58% of Cornerstone Financial Management's portfolio in Q2 2026, its #18 holding.
  • Cornerstone Financial Management first reported a position in OneAscent International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.