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Summit Wealth Group (Colorado)’s OneAscent Emerging Markets ETF OAEM Stock Holding History

Summit Wealth Group (Colorado)’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
Q2 		$533K Buy
+10,676
New +$501K 0.04% 207

Other funds holding OAEM

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Summit Wealth Group (Colorado)'s OAEM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in OneAscent Emerging Markets ETF (OAEM) in Q2 2026: 10,676 shares worth $533K. The stake represents 0.04% of the portfolio and ranks #207 among its holdings.

11 funds tracked by Wall St. Rank hold OAEM as of Q2 2026.

  • Summit Wealth Group (Colorado) held 10,676 shares of OneAscent Emerging Markets ETF worth $533K as of Q2 2026.
  • OneAscent Emerging Markets ETF was a new Summit Wealth Group (Colorado) position in Q2 2026.
  • OneAscent Emerging Markets ETF made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #207 holding.
  • 11 funds tracked by Wall St. Rank held OneAscent Emerging Markets ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.