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 Q3	$15.1M	Buy	322,255 +48,584	+18%	+$2.31M	0.02%	584
2026 Q2	$12.9M	Buy	273,671 +50,473	+23%	+$2.34M	0.02%	570
2026 Q1	$9.7M	Sell	223,198 -13,275	-6%	-$581K	0.02%	592
2025 Q4	$10M	Buy	+236,473	New	+$9.6M	0.01%	696

Other funds holding OAIM

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wealth Enhancement Advisory Services's OAIM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its OneAscent International Equity ETF (OAIM) stake by 18% in Q3 2026, buying an estimated $2.31M and bringing the position to 322,255 shares worth $15.1M. The position accounts for 0.02% of the portfolio, ranked #584.

Wealth Enhancement Advisory Services first reported a position in OAIM in Q4 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold OAIM as of Q3 2026.

Wealth Enhancement Advisory Services held 322,255 shares of OneAscent International Equity ETF worth $15.1M as of Q3 2026.
Wealth Enhancement Advisory Services bought 48,584 OneAscent International Equity ETF shares in Q3 2026, an estimated $2.31M.
OneAscent International Equity ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #584 holding.
Wealth Enhancement Advisory Services first reported a position in OneAscent International Equity ETF in Q4 2025 and has held it in 4 quarters since.
17 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.