FIA
OAIM icon

Foundations Investment Advisors’s OneAscent International Equity ETF OAIM Stock Holding History

Foundations Investment Advisors’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
Q1 		– Sell
-6,014
Closed -$249K – 1222
2025
Q4 		$249K Sell
6,014
-28
-0.5% -$1.13K ﹤0.01% 967
2025
Q3 		$243K Sell
6,042
-2,167
-26% -$84.7K ﹤0.01% 930
2025
Q2 		$314K Sell
8,209
-131
-2% -$4.65K 0.01% 724
2025
Q1 		$279K Sell
8,340
-500
-6% -$16.6K 0.01% 730
2024
Q4 		$284K Buy
8,840
+148
+2% +$4.93K 0.01% 671
2024
Q3 		$299K Buy
8,692
+1,361
+19% +$44.9K 0.01% 632
2024
Q2 		$236K Buy
+7,331
New +$236K 0.01% 676

Other funds holding OAIM

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
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Foundations Investment Advisors's OAIM Position: Q1 2026 in Review

Foundations Investment Advisors sold out of OneAscent International Equity ETF (OAIM) in Q1 2026, closing a stake of 6,014 shares — an estimated $249K sold.

Foundations Investment Advisors first reported a position in OAIM in Q2 2024 and held it in 7 quarters. The position peaked at $314K in Q2 2025. 48 funds tracked by Wall St. Rank hold OAIM as of Q1 2026.

  • Foundations Investment Advisors reported no remaining OneAscent International Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 6,014 OneAscent International Equity ETF shares in Q1 2026, an estimated $249K.
  • Foundations Investment Advisors first reported a position in OneAscent International Equity ETF in Q2 2024 and held it in 7 quarters.
  • Foundations Investment Advisors's OneAscent International Equity ETF position peaked at $314K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.