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 Q3	$462K	Buy	9,674 +4,541	+88%	+$216K	0.01%	1111
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

PAW

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IRP

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

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

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

TFA

TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

IFP Advisors's OAIM Position: Q3 2026 in Review

IFP Advisors increased its OneAscent International Equity ETF (OAIM) stake by 88% in Q3 2026, buying an estimated $216K and bringing the position to 9,674 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #1111.

IFP Advisors first reported a position in OAIM in Q2 2024 and has held it in 10 quarters since. 12 funds tracked by Wall St. Rank hold OAIM as of Q3 2026.

IFP Advisors held 9,674 shares of OneAscent International Equity ETF worth $462K as of Q3 2026.
IFP Advisors bought 4,541 OneAscent International Equity ETF shares in Q3 2026, an estimated $216K.
OneAscent International Equity ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1111 holding.
IFP Advisors first reported a position in OneAscent International Equity ETF in Q2 2024 and has held it in 10 quarters since.
12 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q3 2026.

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