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 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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

IFP Advisors's OAEM Position: Q2 2026 in Review

IFP Advisors reduced its OneAscent Emerging Markets ETF (OAEM) stake by 3.4% in Q2 2026, selling an estimated $18K and leaving 10,869 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #1004.

IFP Advisors first reported a position in OAEM in Q2 2024 and has held it in 9 quarters since. The position peaked at $746K in Q1 2025. 11 funds tracked by Wall St. Rank hold OAEM as of Q2 2026.

IFP Advisors held 10,869 shares of OneAscent Emerging Markets ETF worth $542K as of Q2 2026.
IFP Advisors sold 383 OneAscent Emerging Markets ETF shares in Q2 2026, an estimated $18K.
OneAscent Emerging Markets ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1004 holding.
IFP Advisors first reported a position in OneAscent Emerging Markets ETF in Q2 2024 and has held it in 9 quarters since.
IFP Advisors's OneAscent Emerging Markets ETF position peaked at $746K in Q1 2025.
11 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.