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

UBS 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
2024
Q3 		– Sell
-90
Closed -$2.9K – 9906
2024
Q2 		$2.9K Buy
+90
New +$2.89K ﹤0.01% 8287
2023
Q2 		– Sell
-1,636
Closed -$48.3K – 9424
2023
Q1 		$48.3K Buy
1,636
+670
+69% +$19.3K ﹤0.01% 6485
2022
Q4 		$25.6K Buy
+966
New +$24.6K ﹤0.01% 7400

Other funds holding OAIM

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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PP
Patron Partners Houston, Texas $226M AUM 21.26% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group's OAIM Position: Q3 2024 in Review

UBS Group sold out of OneAscent International Equity ETF (OAIM) in Q3 2024, closing a stake of 90 shares — an estimated $2.9K sold.

UBS Group first reported a position in OAIM in Q4 2022 and held it in 3 quarters. The position peaked at $48.3K in Q1 2023. 19 funds tracked by Wall St. Rank hold OAIM as of Q3 2024.

  • UBS Group reported no remaining OneAscent International Equity ETF position as of Q3 2024 after selling out during the quarter.
  • UBS Group sold 90 OneAscent International Equity ETF shares in Q3 2024, an estimated $2.9K.
  • UBS Group first reported a position in OneAscent International Equity ETF in Q4 2022 and held it in 3 quarters.
  • UBS Group's OneAscent International Equity ETF position peaked at $48.3K in Q1 2023.
  • 19 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q3 2024.

Based on UBS Group's 13F filing for Q3 2024, filed 14 Nov 2024.