Creative Financial Designs’s OneAscent International Equity ETF OAIM Stock Holding History

Creative Financial Designs’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	$162K	Sell	3,387 -116	-3%	-$5.39K	0.01%	658
2026 Q1	$151K	Buy	3,503 +255	+8%	+$11.2K	0.01%	590
2025 Q4	$134K	Sell	3,248 -392	-11%	-$15.8K	0.01%	580
2025 Q3	$146K	Sell	3,640 -68	-2%	-$2.66K	0.01%	545
2025 Q2	$142K	Buy	3,708 +10	+0.3%	+$355	0.01%	585
2025 Q1	$124K	Buy	3,698 +45	+1%	+$1.5K	0.01%	555
2024 Q4	$117K	Buy	+3,653	New	+$122K	0.01%	563

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 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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

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

Creative Financial Designs reduced its OneAscent International Equity ETF (OAIM) stake by 3.3% in Q2 2026, selling an estimated $5.39K and leaving 3,387 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #658.

Creative Financial Designs first reported a position in OAIM in Q4 2024 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

Creative Financial Designs held 3,387 shares of OneAscent International Equity ETF worth $162K as of Q2 2026.
Creative Financial Designs sold 116 OneAscent International Equity ETF shares in Q2 2026, an estimated $5.39K.
OneAscent International Equity ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #658 holding.
Creative Financial Designs first reported a position in OneAscent International Equity ETF in Q4 2024 and has held it in 7 quarters since.
52 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

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