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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

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
FCM
Firestone Capital Management Coral Gables, Florida $537M AUM 19% 1-Year Est. Return
PP
Patron Partners Houston, Texas $260M AUM 31.01% 1-Year Est. Return

O'Connor Financial Group's OAIM Position: Q2 2023 in Review

O'Connor Financial Group sold out of OneAscent International Equity ETF (OAIM) in Q2 2023, closing a stake of 29,160 shares — an estimated $860K sold.

O'Connor Financial Group first reported a position in OAIM in Q1 2023 and held it in 1 quarter. The position peaked at $860K in Q1 2023. 11 funds tracked by Wall St. Rank hold OAIM as of Q2 2023.

  • O'Connor Financial Group reported no remaining OneAscent International Equity ETF position as of Q2 2023 after selling out during the quarter.
  • O'Connor Financial Group sold 29,160 OneAscent International Equity ETF shares in Q2 2023, an estimated $860K.
  • O'Connor Financial Group first reported a position in OneAscent International Equity ETF in Q1 2023 and held it in 1 quarter.
  • O'Connor Financial Group's OneAscent International Equity ETF position peaked at $860K in Q1 2023.
  • 11 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2023.

Based on O'Connor Financial Group's 13F filing for Q2 2023, filed 14 Jul 2023.