XY Planning Network’s OneAscent International Equity ETF OAIM Stock Holding History

XY Planning Network’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	$249K	Buy	+5,215	New	+$248K	0.03%	348

Other funds holding OAIM

PAW

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 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

TFA

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

XY Planning Network's OAIM Position: Q3 2026 in Review

XY Planning Network opened a new position in OneAscent International Equity ETF (OAIM) in Q3 2026: 5,215 shares worth $249K. The stake represents 0.03% of the portfolio and ranks #348 among its holdings.

11 funds tracked by Wall St. Rank hold OAIM as of Q3 2026.

XY Planning Network held 5,215 shares of OneAscent International Equity ETF worth $249K as of Q3 2026.
OneAscent International Equity ETF was a new XY Planning Network position in Q3 2026.
OneAscent International Equity ETF made up 0.03% of XY Planning Network's portfolio in Q3 2026, its #348 holding.
11 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.