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CX Institutional’s OneAscent International Equity ETF OAIM Stock Holding History

CX Institutional’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 		$132K Sell
2,768
-161
-5% -$7.48K ﹤0.01% 815
2026
Q1 		$126K Sell
2,929
-5,757
-66% -$252K ﹤0.01% 817
2025
Q4 		$360K Buy
8,686
+7,984
+1,137% +$323K 0.01% 516
2025
Q3 		$28K Buy
+702
New +$27.4K ﹤0.01% 1046

Other funds holding OAIM

PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

CX Institutional's OAIM Position: Q2 2026 in Review

CX Institutional reduced its OneAscent International Equity ETF (OAIM) stake by 5.5% in Q2 2026, selling an estimated $7.48K and leaving 2,768 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

CX Institutional first reported a position in OAIM in Q3 2025 and has held it in 4 quarters since. The position peaked at $360K in Q4 2025. 7 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

  • CX Institutional held 2,768 shares of OneAscent International Equity ETF worth $132K as of Q2 2026.
  • CX Institutional sold 161 OneAscent International Equity ETF shares in Q2 2026, an estimated $7.48K.
  • OneAscent International Equity ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #815 holding.
  • CX Institutional first reported a position in OneAscent International Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's OneAscent International Equity ETF position peaked at $360K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.