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 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 $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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

IFP Advisors's OAIM Position: Q1 2026 in Review

IFP Advisors increased its OneAscent International Equity ETF (OAIM) stake by 1.8% in Q1 2026, buying an estimated $4.03K and bringing the position to 5,151 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

IFP Advisors first reported a position in OAIM in Q2 2024 and has held it in 8 quarters since. 48 funds tracked by Wall St. Rank hold OAIM as of Q1 2026.

IFP Advisors held 5,151 shares of OneAscent International Equity ETF worth $222K as of Q1 2026.
IFP Advisors bought 92 OneAscent International Equity ETF shares in Q1 2026, an estimated $4.03K.
OneAscent International Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #1337 holding.
IFP Advisors first reported a position in OneAscent International Equity ETF in Q2 2024 and has held it in 8 quarters since.
48 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.