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Dynamic Advisor Solutions’s OneAscent Emerging Markets ETF OAEM Stock Holding History

Dynamic Advisor Solutions’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
2024
Q4 		– Sell
-17,954
Closed -$549K – 766
2024
Q3 		$549K Buy
17,954
+5,449
+44% +$164K 0.02% 597
2024
Q2 		$380K Buy
+12,505
New +$369K 0.01% 695

Other funds holding OAEM

AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
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
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
Patron Partners Houston, Texas $226M AUM 21.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Dynamic Advisor Solutions's OAEM Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of OneAscent Emerging Markets ETF (OAEM) in Q4 2024, closing a stake of 17,954 shares — an estimated $549K sold.

Dynamic Advisor Solutions first reported a position in OAEM in Q2 2024 and held it in 2 quarters. The position peaked at $549K in Q3 2024. 23 funds tracked by Wall St. Rank hold OAEM as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining OneAscent Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 17,954 OneAscent Emerging Markets ETF shares in Q4 2024, an estimated $549K.
  • Dynamic Advisor Solutions first reported a position in OneAscent Emerging Markets ETF in Q2 2024 and held it in 2 quarters.
  • Dynamic Advisor Solutions's OneAscent Emerging Markets ETF position peaked at $549K in Q3 2024.
  • 23 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.