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Merit Financial Group’s OneAscent International Equity ETF OAIM Stock Holding History

Merit Financial 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
Q2 		$1.5M Buy
31,435
+5,199
+20% +$241K 0.01% 872
2026
Q1 		$1.13M Buy
26,236
+1,053
+4% +$46.1K 0.01% 928
2025
Q4 		$1.04M Buy
25,183
+2,839
+13% +$115K 0.01% 939
2025
Q3 		$899K Buy
+22,344
New +$873K 0.01% 912

Other funds holding OAIM

PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merit Financial Group's OAIM Position: Q2 2026 in Review

Merit Financial Group increased its OneAscent International Equity ETF (OAIM) stake by 20% in Q2 2026, buying an estimated $241K and bringing the position to 31,435 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #872.

Merit Financial Group first reported a position in OAIM in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

  • Merit Financial Group held 31,435 shares of OneAscent International Equity ETF worth $1.5M as of Q2 2026.
  • Merit Financial Group bought 5,199 OneAscent International Equity ETF shares in Q2 2026, an estimated $241K.
  • OneAscent International Equity ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #872 holding.
  • Merit Financial Group first reported a position in OneAscent International Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.