FHC
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First Heartland Consultants’s OneAscent International Equity ETF OAIM Stock Holding History

First Heartland Consultants’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 		$1.92M Sell
40,196
-658
-2% -$30.6K 0.12% 137
2026
Q1 		$1.76M Sell
40,854
-154
-0.4% -$6.74K 0.13% 139
2025
Q4 		$1.7M Buy
41,008
+2,236
+6% +$90.4K 0.13% 131
2025
Q3 		$1.56M Buy
38,772
+766
+2% +$29.9K 0.13% 130
2025
Q2 		$1.45M Buy
38,006
+13,274
+54% +$471K 0.13% 126
2025
Q1 		$827K Sell
24,732
-897
-3% -$29.8K 0.09% 168
2024
Q4 		$823K Buy
+25,629
New +$854K 0.08% 171

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

First Heartland Consultants's OAIM Position: Q2 2026 in Review

First Heartland Consultants reduced its OneAscent International Equity ETF (OAIM) stake by 1.6% in Q2 2026, selling an estimated $30.6K and leaving 40,196 shares worth $1.92M. The position accounts for 0.12% of the portfolio, ranked #137.

First Heartland Consultants first reported a position in OAIM in Q4 2024 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

  • First Heartland Consultants held 40,196 shares of OneAscent International Equity ETF worth $1.92M as of Q2 2026.
  • First Heartland Consultants sold 658 OneAscent International Equity ETF shares in Q2 2026, an estimated $30.6K.
  • OneAscent International Equity ETF made up 0.12% of First Heartland Consultants's portfolio in Q2 2026, its #137 holding.
  • First Heartland Consultants first reported a position in OneAscent International Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.