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GeoWealth Management’s OneAscent International Equity ETF OAIM Stock Holding History

GeoWealth Management’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
-1
Closed -$43 – 932
2026
Q1 		$43 Hold
1
– – ﹤0.01% 850
2025
Q4 		$41 Hold
1
– – ﹤0.01% 766
2025
Q3 		$40 Hold
1
– – ﹤0.01% 761
2025
Q2 		$38 Buy
+1
New +$36 ﹤0.01% 1204

Other funds holding OAIM

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

GeoWealth Management's OAIM Position: Q2 2026 in Review

GeoWealth Management sold out of OneAscent International Equity ETF (OAIM) in Q2 2026, closing a stake of 1 share — an estimated $43 sold.

GeoWealth Management first reported a position in OAIM in Q2 2025 and held it in 4 quarters. The position peaked at $43 in Q1 2026. 52 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

  • GeoWealth Management reported no remaining OneAscent International Equity ETF position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 1 OneAscent International Equity ETF share in Q2 2026, an estimated $43.
  • GeoWealth Management first reported a position in OneAscent International Equity ETF in Q2 2025 and held it in 4 quarters.
  • GeoWealth Management's OneAscent International Equity ETF position peaked at $43 in Q1 2026.
  • 52 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.