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StoneX Group’s OneAscent International Equity ETF OAIM Stock Holding History

StoneX 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
2025
Q3 		– Sell
-31,733
Closed -$1.21M – 991
2025
Q2 		$1.21M Sell
31,733
-41,491
-57% -$1.47M 0.06% 281
2025
Q1 		$2.45M Buy
73,224
+25,583
+54% +$851K 0.13% 140
2024
Q4 		$1.57M Buy
47,641
+2,853
+6% +$95.1K 0.09% 204
2024
Q3 		$1.54M Buy
44,788
+3,619
+9% +$119K 0.11% 152
2024
Q2 		$1.33M Buy
41,169
+3,528
+9% +$113K 0.11% 165
2024
Q1 		$1.21M Buy
37,641
+1,889
+5% +$58.5K 0.11% 177
2023
Q4 		$1.11M Buy
35,752
+6,445
+22% +$187K 0.11% 165
2023
Q3 		$836K Buy
29,307
+5,528
+23% +$167K 0.09% 198
2023
Q2 		$731K Buy
+23,779
New +$709K 0.08% 227

Other funds holding OAIM

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
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
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 34.97% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

StoneX Group's OAIM Position: Q3 2025 in Review

StoneX Group sold out of OneAscent International Equity ETF (OAIM) in Q3 2025, closing a stake of 31,733 shares — an estimated $1.21M sold.

StoneX Group first reported a position in OAIM in Q2 2023 and held it in 9 quarters. The position peaked at $2.45M in Q1 2025. 45 funds tracked by Wall St. Rank hold OAIM as of Q3 2025.

  • StoneX Group reported no remaining OneAscent International Equity ETF position as of Q3 2025 after selling out during the quarter.
  • StoneX Group sold 31,733 OneAscent International Equity ETF shares in Q3 2025, an estimated $1.21M.
  • StoneX Group first reported a position in OneAscent International Equity ETF in Q2 2023 and held it in 9 quarters.
  • StoneX Group's OneAscent International Equity ETF position peaked at $2.45M in Q1 2025.
  • 45 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q3 2025.

Based on StoneX Group's 13F filing for Q3 2025, filed 14 Nov 2025.