IA
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IFP Advisors’s OneAscent International Equity ETF OAIM Stock Holding History

IFP 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
Q2 		$246K Sell
5,133
-18
-0.3% -$836 ﹤0.01% 1397
2026
Q1 		$222K Buy
5,151
+92
+2% +$4.03K ﹤0.01% 1337
2025
Q4 		$209K Sell
5,059
-3
-0.1% -$121 ﹤0.01% 1352
2025
Q3 		$204K Buy
5,062
+160
+3% +$6.25K 0.01% 1279
2025
Q2 		$187K Buy
4,902
+4,751
+3,146% +$169K 0.01% 1301
2025
Q1 		$5.05K Hold
151
– – ﹤0.01% 2841
2024
Q4 		$4.85K Hold
151
– – ﹤0.01% 2804
2024
Q3 		$5.2K Hold
151
– – ﹤0.01% 2657
2024
Q2 		$4.87K Buy
+151
New +$4.86K ﹤0.01% 2565

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

IFP Advisors's OAIM Position: Q2 2026 in Review

IFP Advisors reduced its OneAscent International Equity ETF (OAIM) stake by 0.35% in Q2 2026, selling an estimated $836 and leaving 5,133 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

IFP Advisors first reported a position in OAIM in Q2 2024 and has held it in 9 quarters since. 52 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

  • IFP Advisors held 5,133 shares of OneAscent International Equity ETF worth $246K as of Q2 2026.
  • IFP Advisors sold 18 OneAscent International Equity ETF shares in Q2 2026, an estimated $836.
  • OneAscent International Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1397 holding.
  • IFP Advisors first reported a position in OneAscent International Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 52 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

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