Raymond James Financial
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Raymond James Financial’s OneAscent International Equity ETF OAIM Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-372
Closed -$14.2K – 6159
2025
Q2 		$14.2K Buy
+372
New +$13.2K ﹤0.01% 5753

Other funds holding OAIM

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $246M AUM
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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

Raymond James Financial sold out of OneAscent International Equity ETF (OAIM) in Q3 2025, closing a stake of 372 shares — an estimated $14.2K sold.

Raymond James Financial first reported a position in OAIM in Q2 2025 and held it in 1 quarter. The position peaked at $14.2K in Q2 2025. 45 funds tracked by Wall St. Rank hold OAIM as of Q3 2025.

  • Raymond James Financial reported no remaining OneAscent International Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 372 OneAscent International Equity ETF shares in Q3 2025, an estimated $14.2K.
  • Raymond James Financial first reported a position in OneAscent International Equity ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's OneAscent International Equity ETF position peaked at $14.2K in Q2 2025.
  • 45 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q3 2025.

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