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 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 $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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Creative Financial Designs's OAIM Position: Q1 2026 in Review

Creative Financial Designs increased its OneAscent International Equity ETF (OAIM) stake by 7.9% in Q1 2026, buying an estimated $11.2K and bringing the position to 3,503 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #590.

Creative Financial Designs first reported a position in OAIM in Q4 2024 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold OAIM as of Q1 2026.

Creative Financial Designs held 3,503 shares of OneAscent International Equity ETF worth $151K as of Q1 2026.
Creative Financial Designs bought 255 OneAscent International Equity ETF shares in Q1 2026, an estimated $11.2K.
OneAscent International Equity ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #590 holding.
Creative Financial Designs first reported a position in OneAscent International Equity ETF in Q4 2024 and has held it in 6 quarters since.
48 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.