Synergy Asset Management’s OneAscent International Equity ETF OAIM Stock Holding History

Synergy Asset Management’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
2026 Q2	$536K	Buy	+11,212	New	+$521K	0.05%	149

Other funds holding OAIM

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

TrustWell Financial Advisors Jacksonville, Florida $118M AUM

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Synergy Asset Management's OAIM Position: Q2 2026 in Review

Synergy Asset Management opened a new position in OneAscent International Equity ETF (OAIM) in Q2 2026: 11,212 shares worth $536K. The stake represents 0.05% of the portfolio and ranks #149 among its holdings.

16 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

Synergy Asset Management held 11,212 shares of OneAscent International Equity ETF worth $536K as of Q2 2026.
OneAscent International Equity ETF was a new Synergy Asset Management position in Q2 2026.
OneAscent International Equity ETF made up 0.05% of Synergy Asset Management's portfolio in Q2 2026, its #149 holding.
16 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.