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OAIM icon

CreativeOne Wealth’s OneAscent International Equity ETF OAIM Stock Holding History

CreativeOne Wealth’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 		$10.1M Buy
235,549
+229,585
+3,850% +$10M 0.24% 81
2025
Q4 		$247K Sell
5,964
-208,024
-97% -$8.41M 0.01% 1043
2025
Q3 		$8.61M Sell
213,988
-41
-0% -$1.6K 0.21% 88
2025
Q2 		$8.17M Buy
214,029
+6,036
+3% +$214K 0.21% 90
2025
Q1 		$6.95M Buy
207,993
+151,146
+266% +$5.03M 0.21% 101
2024
Q4 		$1.83M Buy
+56,847
New +$1.9M 0.06% 309

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
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
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return