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LGT Financial Advisors’s OneAscent Emerging Markets ETF OAEM Stock Holding History

LGT Financial Advisors’s Portfolio OAEM Stock Details OAEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-295
Closed -$10.2K – 338
2025
Q3 		$10.2K Buy
+295
New +$9.78K 0.02% 230

Other funds holding OAEM

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
Patron Partners Houston, Texas $226M AUM 21.26% 1-Year Est. Return
OIS
OneAscent Investment Solutions Birmingham, Alabama $100M AUM 15.97% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

LGT Financial Advisors's OAEM Position: Q4 2025 in Review

LGT Financial Advisors sold out of OneAscent Emerging Markets ETF (OAEM) in Q4 2025, closing a stake of 295 shares — an estimated $10.2K sold.

LGT Financial Advisors first reported a position in OAEM in Q3 2025 and held it in 1 quarter. The position peaked at $10.2K in Q3 2025. 27 funds tracked by Wall St. Rank hold OAEM as of Q4 2025.

  • LGT Financial Advisors reported no remaining OneAscent Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 295 OneAscent Emerging Markets ETF shares in Q4 2025, an estimated $10.2K.
  • LGT Financial Advisors first reported a position in OneAscent Emerging Markets ETF in Q3 2025 and held it in 1 quarter.
  • LGT Financial Advisors's OneAscent Emerging Markets ETF position peaked at $10.2K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.