OAIM β€” ONEASCENT INTERNATIONAL EQUITY ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  6 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported ONEASCENT INTERNATIONAL EQUITY ETF (OAIM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows OAIM at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OAIM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in ONEASCENT INTERNATIONAL EQUITY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OAIM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held OAIM β€” position size vs. price
% of Fund (quarterly)    OAIM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 3,503 +255 +7.9% 0.01% $151K 2026-04-13 $46.10
2025 Q4 REDUCED 3,248 -392 -10.8% 0.01% $134K 2026-02-06 $44.86
2025 Q3 REDUCED 3,640 -68 -1.8% 0.01% $146K 2025-11-14 (Est.) $39.87
2025 Q2 ADDED 3,708 +10 +0.3% 0.01% $142K 2025-08-04 $38.13
2025 Q1 ADDED 3,698 +45 +1.2% 0.01% $124K 2025-04-23 $33.59
2024 Q4 INITIATED 3,653 β€” β€” 0.01% $117K 2025-02-10 $32.86

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and OAIM

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning OAIM?

CREATIVE FINANCIAL DESIGNS INC /ADV reported OAIM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported OAIM position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for OAIM was 0.01% in 2025 Q2.

What is the latest reported OAIM position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 3,503 shares, equal to 0.01% of portfolio, with an estimated market value of $151K.

What does the chart on this OAIM ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly OAIM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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