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TrustWell Financial Advisors’s OneAscent International Equity ETF OAIM Stock Holding History

TrustWell Financial Advisors’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 		$390K Buy
+8,157
New +$379K 0.33% 53

Other funds holding OAIM

PAW
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

TrustWell Financial Advisors's OAIM Position: Q2 2026 in Review

TrustWell Financial Advisors opened a new position in OneAscent International Equity ETF (OAIM) in Q2 2026: 8,157 shares worth $390K. The stake represents 0.33% of the portfolio and ranks #53 among its holdings.

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

  • TrustWell Financial Advisors held 8,157 shares of OneAscent International Equity ETF worth $390K as of Q2 2026.
  • OneAscent International Equity ETF was a new TrustWell Financial Advisors position in Q2 2026.
  • OneAscent International Equity ETF made up 0.33% of TrustWell Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • 16 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.