CX Institutional
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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
Q3 		$400K Buy
8,369
+5,601
+202% +$266K 0.01% 529
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 $280M AUM 16.85% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

CX Institutional's OAIM Position: Q3 2026 in Review

CX Institutional increased its OneAscent International Equity ETF (OAIM) stake by 202% in Q3 2026, buying an estimated $266K and bringing the position to 8,369 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #529.

CX Institutional first reported a position in OAIM in Q3 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold OAIM as of Q3 2026.

  • CX Institutional held 8,369 shares of OneAscent International Equity ETF worth $400K as of Q3 2026.
  • CX Institutional bought 5,601 OneAscent International Equity ETF shares in Q3 2026, an estimated $266K.
  • OneAscent International Equity ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #529 holding.
  • CX Institutional first reported a position in OneAscent International Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.