LPL Financial
OAIM icon

LPL Financial’s OneAscent International Equity ETF OAIM Stock Holding History

LPL Financial’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
Q1 		$27.2M Buy
632,242
+608,842
+2,602% +$26.6M 0.01% 1268
2025
Q4 		$969K Sell
23,400
-15,135
-39% -$612K ﹤0.01% 4104
2025
Q3 		$1.55M Buy
38,535
+570
+2% +$22.3K ﹤0.01% 3562
2025
Q2 		$1.45M Buy
37,965
+10,971
+41% +$389K ﹤0.01% 3413
2025
Q1 		$902K Buy
26,994
+20,536
+318% +$683K ﹤0.01% 3643
2024
Q4 		$207K Buy
6,458
+565
+10% +$18.8K ﹤0.01% 4792
2024
Q3 		$203K Buy
+5,893
New +$195K ﹤0.01% 4717

Other funds holding OAIM

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
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

LPL Financial's OAIM Position: Q1 2026 in Review

LPL Financial increased its OneAscent International Equity ETF (OAIM) stake by 2,602% in Q1 2026, buying an estimated $26.6M and bringing the position to 632,242 shares worth $27.2M. The position accounts for 0.01% of the portfolio, ranked #1268.

LPL Financial first reported a position in OAIM in Q3 2024 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold OAIM as of Q1 2026.

  • LPL Financial held 632,242 shares of OneAscent International Equity ETF worth $27.2M as of Q1 2026.
  • LPL Financial bought 608,842 OneAscent International Equity ETF shares in Q1 2026, an estimated $26.6M.
  • OneAscent International Equity ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1268 holding.
  • LPL Financial first reported a position in OneAscent International Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 48 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.