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Mather Group’s OneAscent International Equity ETF OAIM Stock Holding History

Mather Group’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 		$13.3K Buy
+309
New +$13.5K ﹤0.01% 1376

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Mather Group's OAIM Position: Q1 2026 in Review

Mather Group opened a new position in OneAscent International Equity ETF (OAIM) in Q1 2026: 309 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #1376 among its holdings.

48 funds tracked by Wall St. Rank hold OAIM as of Q1 2026.

  • Mather Group held 309 shares of OneAscent International Equity ETF worth $13.3K as of Q1 2026.
  • OneAscent International Equity ETF was a new Mather Group position in Q1 2026.
  • OneAscent International Equity ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1376 holding.
  • 48 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.