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CX Institutional’s OneAscent Emerging Markets ETF OAEM Stock Holding History

CX Institutional’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
Q1 		– Sell
-224
Closed -$8K – 1632
2025
Q4 		$8K Buy
+224
New +$7.83K ﹤0.01% 1223

Other funds holding OAEM

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
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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
PP
Patron Partners Houston, Texas $226M AUM 21.26% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return

CX Institutional's OAEM Position: Q1 2026 in Review

CX Institutional sold out of OneAscent Emerging Markets ETF (OAEM) in Q1 2026, closing a stake of 224 shares — an estimated $8K sold.

CX Institutional first reported a position in OAEM in Q4 2025 and held it in 1 quarter. The position peaked at $8K in Q4 2025. 28 funds tracked by Wall St. Rank hold OAEM as of Q1 2026.

  • CX Institutional reported no remaining OneAscent Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • CX Institutional sold 224 OneAscent Emerging Markets ETF shares in Q1 2026, an estimated $8K.
  • CX Institutional first reported a position in OneAscent Emerging Markets ETF in Q4 2025 and held it in 1 quarter.
  • CX Institutional's OneAscent Emerging Markets ETF position peaked at $8K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.