IFP Advisors’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

IFP Advisors’s Portfolio OAKM Stock Details OAKM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.21M	Sell	78,467 -1,514	-2%	-$42.5K	0.04%	460
2026 Q1	$2.2M	Buy	79,981 +3,922	+5%	+$111K	0.05%	417
2025 Q4	$2.16M	Sell	76,059 -2,491	-3%	-$67.6K	0.05%	399
2025 Q3	$2.1M	Buy	78,550 +24,311	+45%	+$638K	0.05%	367
2025 Q2	$1.39M	Buy	54,239 +38,230	+239%	+$922K	0.04%	467
2025 Q1	$391K	Buy	+16,009	New	+$393K	0.01%	856

Other funds holding OAKM

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFP Advisors's OAKM Position: Q2 2026 in Review

IFP Advisors reduced its Oakmark U.S. Large Cap ETF (OAKM) stake by 1.9% in Q2 2026, selling an estimated $42.5K and leaving 78,467 shares worth $2.21M. The position accounts for 0.04% of the portfolio, ranked #460.

IFP Advisors first reported a position in OAKM in Q1 2025 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

IFP Advisors held 78,467 shares of Oakmark U.S. Large Cap ETF worth $2.21M as of Q2 2026.
IFP Advisors sold 1,514 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $42.5K.
Oakmark U.S. Large Cap ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #460 holding.
IFP Advisors first reported a position in Oakmark U.S. Large Cap ETF in Q1 2025 and has held it in 6 quarters since.
96 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

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