IFP Advisors’s OneAscent Emerging Markets ETF OAEM Stock Holding History

IFP Advisors’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
2026 Q3	$447K	Sell	9,077 -1,792	-16%	-$86.4K	0.01%	1128
2026 Q2	$542K	Sell	10,869 -383	-3%	-$18K	0.01%	1004
2026 Q1	$454K	Sell	11,252 -103	-0.9%	-$4.24K	0.01%	1009
2025 Q4	$416K	Sell	11,355 -122	-1%	-$4.27K	0.01%	1010
2025 Q3	$395K	Sell	11,477 -3,605	-24%	-$119K	0.01%	951
2025 Q2	$488K	Sell	15,082 -10,896	-42%	-$329K	0.01%	844
2025 Q1	$746K	Buy	25,978 +2,419	+10%	+$72.1K	0.02%	631
2024 Q4	$687K	Buy	23,559 +7,806	+50%	+$236K	0.02%	631
2024 Q3	$482K	Buy	15,753 +13,734	+680%	+$413K	0.02%	710
2024 Q2	$61.4K	Buy	+2,019	New	+$59.6K	﹤0.01%	1582

Other funds holding OAEM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

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

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

IFP Advisors's OAEM Position: Q3 2026 in Review

IFP Advisors reduced its OneAscent Emerging Markets ETF (OAEM) stake by 16% in Q3 2026, selling an estimated $86.4K and leaving 9,077 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #1128.

IFP Advisors first reported a position in OAEM in Q2 2024 and has held it in 10 quarters since. The position peaked at $746K in Q1 2025. 9 funds tracked by Wall St. Rank hold OAEM as of Q3 2026.

IFP Advisors held 9,077 shares of OneAscent Emerging Markets ETF worth $447K as of Q3 2026.
IFP Advisors sold 1,792 OneAscent Emerging Markets ETF shares in Q3 2026, an estimated $86.4K.
OneAscent Emerging Markets ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1128 holding.
IFP Advisors first reported a position in OneAscent Emerging Markets ETF in Q2 2024 and has held it in 10 quarters since.
IFP Advisors's OneAscent Emerging Markets ETF position peaked at $746K in Q1 2025.
9 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.