Integrated Wealth Concepts’s OneAscent International Equity ETF OAIM Stock Holding History

Integrated Wealth Concepts’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	$8.04K	Buy	+168	New	+$7.8K	﹤0.01%	4694

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 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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Integrated Wealth Concepts's OAIM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in OneAscent International Equity ETF (OAIM) in Q2 2026: 168 shares worth $8.04K. The stake represents ﹤0.01% of the portfolio and ranks #4694 among its holdings.

52 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

Integrated Wealth Concepts held 168 shares of OneAscent International Equity ETF worth $8.04K as of Q2 2026.
OneAscent International Equity ETF was a new Integrated Wealth Concepts position in Q2 2026.
OneAscent International Equity ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4694 holding.
52 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.