Wealth Enhancement Advisory Services
OAIM icon

Wealth Enhancement Advisory Services’s OneAscent International Equity ETF OAIM Stock Holding History

Wealth Enhancement Advisory Services’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 		$12.9M Buy
273,671
+50,473
+23% +$2.34M 0.02% 570
2026
Q1 		$9.68M Sell
223,198
-13,275
-6% -$581K 0.02% 592
2025
Q4 		$10M Buy
+236,473
New +$9.56M 0.01% 696

Other funds holding OAIM

PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 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
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
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's OAIM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its OneAscent International Equity ETF (OAIM) stake by 23% in Q2 2026, buying an estimated $2.34M and bringing the position to 273,671 shares worth $12.9M. The position accounts for 0.02% of the portfolio, ranked #570.

Wealth Enhancement Advisory Services first reported a position in OAIM in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 273,671 shares of OneAscent International Equity ETF worth $12.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 50,473 OneAscent International Equity ETF shares in Q2 2026, an estimated $2.34M.
  • OneAscent International Equity ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #570 holding.
  • Wealth Enhancement Advisory Services first reported a position in OneAscent International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.