Dynamic Advisor Solutions’s OneAscent International Equity ETF OAIM Stock Holding History

Dynamic Advisor Solutions’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	–	Sell	-8,436	Closed	-$363K	–	1079
2026 Q1	$363K	Sell	8,436 -114	-1%	-$4.99K	0.01%	744
2025 Q4	$354K	Sell	8,550 -1,536	-15%	-$62.1K	0.01%	723
2025 Q3	$406K	Sell	10,086 -1,957	-16%	-$76.5K	0.01%	689
2025 Q2	$460K	Sell	12,043 -2,240	-16%	-$79.5K	0.01%	626
2025 Q1	$477K	Buy	+14,283	New	+$475K	0.02%	596
2024 Q4	–	Sell	-40,211	Closed	-$1.38M	–	767
2024 Q3	$1.38M	Buy	40,211 +7,552	+23%	+$249K	0.04%	376
2024 Q2	$1.05M	Buy	+32,659	New	+$1.05M	0.03%	444

Other funds holding OAIM

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Dynamic Advisor Solutions's OAIM Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of OneAscent International Equity ETF (OAIM) in Q2 2026, closing a stake of 8,436 shares — an estimated $363K sold.

Dynamic Advisor Solutions first reported a position in OAIM in Q2 2024 and held it in 7 quarters. The position peaked at $1.38M in Q3 2024. 51 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

Dynamic Advisor Solutions reported no remaining OneAscent International Equity ETF position as of Q2 2026 after selling out during the quarter.
Dynamic Advisor Solutions sold 8,436 OneAscent International Equity ETF shares in Q2 2026, an estimated $363K.
Dynamic Advisor Solutions first reported a position in OneAscent International Equity ETF in Q2 2024 and held it in 7 quarters.
Dynamic Advisor Solutions's OneAscent International Equity ETF position peaked at $1.38M in Q3 2024.
51 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.