OFO
OAIM icon

OneAscent Family Office’s OneAscent International Equity ETF OAIM Stock Holding History

OneAscent Family Office’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 		$10.8M Buy
251,126
+955
+0.4% +$41.8K 7.55% 1
2025
Q4 		$10.4M Buy
250,171
+27,038
+12% +$1.09M 7.02% 1
2025
Q3 		$8.97M Sell
223,133
-37,183
-14% -$1.45M 7.3% 1
2025
Q2 		$9.94M Buy
260,316
+50,476
+24% +$1.79M 9.4% 1
2025
Q1 		$7.01M Buy
209,840
+31,917
+18% +$1.06M 6.52% 2
2024
Q4 		$5.71M Buy
+177,923
New +$5.93M 10.38% 2

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
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

OneAscent Family Office's OAIM Position: Q1 2026 in Review

OneAscent Family Office increased its OneAscent International Equity ETF (OAIM) stake by 0.38% in Q1 2026, buying an estimated $41.8K and bringing the position to 251,126 shares worth $10.8M. The position accounts for 7.55% of the portfolio, ranked #1.

OneAscent Family Office first reported a position in OAIM in Q4 2024 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold OAIM as of Q1 2026.

  • OneAscent Family Office held 251,126 shares of OneAscent International Equity ETF worth $10.8M as of Q1 2026.
  • OneAscent Family Office bought 955 OneAscent International Equity ETF shares in Q1 2026, an estimated $41.8K.
  • OneAscent International Equity ETF made up 7.55% of OneAscent Family Office's portfolio in Q1 2026, its #1 holding.
  • OneAscent Family Office first reported a position in OneAscent International Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 48 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.