LPL Financial
OAEM icon

LPL Financial’s OneAscent Emerging Markets ETF OAEM Stock Holding History

LPL Financial’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
-5,976
Closed -$206K – 6011
2025
Q3 		$206K Buy
+5,976
New +$198K ﹤0.01% 5332

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

LPL Financial's OAEM Position: Q4 2025 in Review

LPL Financial sold out of OneAscent Emerging Markets ETF (OAEM) in Q4 2025, closing a stake of 5,976 shares — an estimated $206K sold.

LPL Financial first reported a position in OAEM in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 27 funds tracked by Wall St. Rank hold OAEM as of Q4 2025.

  • LPL Financial reported no remaining OneAscent Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 5,976 OneAscent Emerging Markets ETF shares in Q4 2025, an estimated $206K.
  • LPL Financial first reported a position in OneAscent Emerging Markets ETF in Q3 2025 and held it in 1 quarter.
  • LPL Financial's OneAscent Emerging Markets ETF position peaked at $206K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.