Creative Financial Designs’s OneAscent Emerging Markets ETF OAEM Stock Holding History

Creative Financial Designs’s Portfolio OAEM Stock Details OAEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$584K	Buy	11,705 +644	+6%	+$30.2K	0.03%	377
2026 Q1	$446K	Buy	11,061 +517	+5%	+$21.3K	0.03%	355
2025 Q4	$386K	Buy	10,544 +1,292	+14%	+$45.2K	0.02%	363
2025 Q3	$318K	Buy	9,252 +3,112	+51%	+$103K	0.02%	390
2025 Q2	$199K	Sell	6,140 -181	-3%	-$5.47K	0.01%	478
2025 Q1	$182K	Buy	6,321 +2,616	+71%	+$78K	0.01%	466
2024 Q4	$108K	Buy	3,705 +1,694	+84%	+$51.3K	0.01%	584
2024 Q3	$61.5K	Buy	2,011 +441	+28%	+$13.2K	0.01%	724
2024 Q2	$47.7K	Buy	1,570 +1,072	+215%	+$31.7K	﹤0.01%	757
2024 Q1	$14.9K	Buy	498 +257	+107%	+$7.39K	﹤0.01%	1038
2023 Q4	$7.06K	Hold	241	–	–	﹤0.01%	1187
2023 Q3	$6.46K	Buy	+241	New	+$6.79K	﹤0.01%	1132

Other funds holding OAEM

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Creative Financial Designs's OAEM Position: Q2 2026 in Review

Creative Financial Designs increased its OneAscent Emerging Markets ETF (OAEM) stake by 5.8% in Q2 2026, buying an estimated $30.2K and bringing the position to 11,705 shares worth $584K. The position accounts for 0.03% of the portfolio, ranked #377.

Creative Financial Designs first reported a position in OAEM in Q3 2023 and has held it in 12 quarters since. 11 funds tracked by Wall St. Rank hold OAEM as of Q2 2026.

Creative Financial Designs held 11,705 shares of OneAscent Emerging Markets ETF worth $584K as of Q2 2026.
Creative Financial Designs bought 644 OneAscent Emerging Markets ETF shares in Q2 2026, an estimated $30.2K.
OneAscent Emerging Markets ETF made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #377 holding.
Creative Financial Designs first reported a position in OneAscent Emerging Markets ETF in Q3 2023 and has held it in 12 quarters since.
11 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.