IRP
OAIM icon

Investment Research Partners’s OneAscent International Equity ETF OAIM Stock Holding History

Investment Research Partners’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 		$3.49M Sell
73,058
-744
-1% -$34.6K 1.18% 16
2026
Q1 		$3.18M Buy
73,802
+2,342
+3% +$102K 1.29% 16
2025
Q4 		$2.96M Sell
71,460
-520
-0.7% -$21K 1.27% 17
2025
Q3 		$2.93M Buy
+71,980
New +$2.81M 1.32% 14

Other funds holding OAIM

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Investment Research Partners's OAIM Position: Q2 2026 in Review

Investment Research Partners reduced its OneAscent International Equity ETF (OAIM) stake by 1% in Q2 2026, selling an estimated $34.6K and leaving 73,058 shares worth $3.49M. The position accounts for 1.18% of the portfolio, ranked #16.

Investment Research Partners first reported a position in OAIM in Q3 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

  • Investment Research Partners held 73,058 shares of OneAscent International Equity ETF worth $3.49M as of Q2 2026.
  • Investment Research Partners sold 744 OneAscent International Equity ETF shares in Q2 2026, an estimated $34.6K.
  • OneAscent International Equity ETF made up 1.18% of Investment Research Partners's portfolio in Q2 2026, its #16 holding.
  • Investment Research Partners first reported a position in OneAscent International Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.