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OneAscent Emerging Markets ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,574 | $81,394.69 | $74,867.31 | -$6,527.38 | -8.02% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 28,426 | $852,358.08 | $1.35M | $492,902.37 | 57.83% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 19,854 | $582,268.54 | $943,412.44 | $361,143.9 | 62.02% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,591 | $213,745.67 | $311,490.66 | $97,744.99 | 45.73% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 76,923 | $2.41M | $3.63M | $1.23M | 50.88% |
 Sarah H. Schmidt Summit Wealth Group LLC / CO | 10,676 | $532,578 | $504,227.48 | -$28,350.52 | -5.32% |
 Plan A Wealth LLC Plan A Wealth LLC | 15,681 | $477,696.62 | $740,613.63 | $262,917.01 | 55.04% |
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