Plan A Wealth’s OneAscent Emerging Markets ETF OAEM Stock Holding History

Plan A Wealth’s Portfolio OAEM Stock Details OAEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$772K	Buy	15,681 +125	+0.8%	+$6.03K	0.28%	48
2026 Q2	$776K	Buy	15,556 +294	+2%	+$13.8K	0.33%	45
2026 Q1	$615K	Sell	15,262 -1,868	-11%	-$76.8K	0.29%	58
2025 Q4	$627K	Sell	17,130 -663	-4%	-$23.2K	0.31%	53
2025 Q3	$612K	Buy	17,793 +1,945	+12%	+$64.5K	0.31%	49
2025 Q2	$513K	Buy	15,848 +566	+4%	+$17.1K	0.29%	63
2025 Q1	$439K	Sell	15,282 -7,977	-34%	-$238K	0.34%	49
2024 Q4	$678K	Buy	+23,259	New	+$704K	0.62%	36

Other funds holding OAEM

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Plan A Wealth's OAEM Position: Q3 2026 in Review

Plan A Wealth increased its OneAscent Emerging Markets ETF (OAEM) stake by 0.8% in Q3 2026, buying an estimated $6.03K and bringing the position to 15,681 shares worth $772K. The position accounts for 0.28% of the portfolio, ranked #48.

Plan A Wealth first reported a position in OAEM in Q4 2024 and has held it in 8 quarters since. The position peaked at $776K in Q2 2026. 5 funds tracked by Wall St. Rank hold OAEM as of Q3 2026.

Plan A Wealth held 15,681 shares of OneAscent Emerging Markets ETF worth $772K as of Q3 2026.
Plan A Wealth bought 125 OneAscent Emerging Markets ETF shares in Q3 2026, an estimated $6.03K.
OneAscent Emerging Markets ETF made up 0.28% of Plan A Wealth's portfolio in Q3 2026, its #48 holding.
Plan A Wealth first reported a position in OneAscent Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
Plan A Wealth's OneAscent Emerging Markets ETF position peaked at $776K in Q2 2026.
5 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.