Raymond James Financial
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Raymond James Financial’s OneAscent Emerging Markets ETF OAEM Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-99
Closed -$3.2K – 6158
2025
Q2 		$3.2K Buy
+99
New +$2.99K ﹤0.01% 6298

Other funds holding OAEM

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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
PP
Patron Partners Houston, Texas $226M AUM 21.26% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OIS
OneAscent Investment Solutions Birmingham, Alabama $100M AUM 15.97% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Raymond James Financial's OAEM Position: Q3 2025 in Review

Raymond James Financial sold out of OneAscent Emerging Markets ETF (OAEM) in Q3 2025, closing a stake of 99 shares — an estimated $3.2K sold.

Raymond James Financial first reported a position in OAEM in Q2 2025 and held it in 1 quarter. The position peaked at $3.2K in Q2 2025. 27 funds tracked by Wall St. Rank hold OAEM as of Q3 2025.

  • Raymond James Financial reported no remaining OneAscent Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 99 OneAscent Emerging Markets ETF shares in Q3 2025, an estimated $3.2K.
  • Raymond James Financial first reported a position in OneAscent Emerging Markets ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's OneAscent Emerging Markets ETF position peaked at $3.2K in Q2 2025.
  • 27 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.