JY
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Jeff Yass’s OneAscent International Equity ETF OAIM Stock Holding History

Jeff Yass’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 		– Sell
-6,482
Closed -$279K – 14200
2026
Q1 		$279K Buy
+6,482
New +$284K ﹤0.01% 11038
2025
Q4 		– Sell
-8,736
Closed -$351K – 13207
2025
Q3 		$351K Buy
+8,736
New +$341K ﹤0.01% 9755
2025
Q1 		– Sell
-23,934
Closed -$769K – 13162
2024
Q4 		$769K Buy
23,934
+14,755
+161% +$492K ﹤0.01% 7607
2024
Q3 		$316K Buy
+9,179
New +$303K ﹤0.01% 9490
2023
Q4 		– Sell
-7,993
Closed -$228K – 13018
2023
Q3 		$228K Buy
+7,993
New +$242K ﹤0.01% 9939

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

Jeff Yass's OAIM Position: Q2 2026 in Review

Jeff Yass sold out of OneAscent International Equity ETF (OAIM) in Q2 2026, closing a stake of 6,482 shares — an estimated $279K sold.

Jeff Yass first reported a position in OAIM in Q3 2023 and held it in 5 quarters. The position peaked at $769K in Q4 2024. 52 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

  • Jeff Yass reported no remaining OneAscent International Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 6,482 OneAscent International Equity ETF shares in Q2 2026, an estimated $279K.
  • Jeff Yass first reported a position in OneAscent International Equity ETF in Q3 2023 and held it in 5 quarters.
  • Jeff Yass's OneAscent International Equity ETF position peaked at $769K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.