O'Connor Financial Group’s OneAscent International Equity ETF OAIM Stock Holding History

O'Connor 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
2023 Q2	–	Sell	-29,160	Closed	-$860K	–	53
2023 Q1	$860K	Buy	+29,160	New	+$838K	0.65%	28

Other funds holding OAIM

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Firestone Capital Management Coral Gables, Florida $480M AUM 15.33% 1-Year Est. Return

Patron Partners Houston, Texas $226M AUM 21.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return