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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 | $74,513.16 | -$6,881.53 | -8.45% |
| YA Yinka Akinsola Blue Trust Inc. | 51 | $2,056.32 | $2,363.85 | $307.53 | 14.96% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 28,426 | $852,358.08 | $1.32M | $465,187.02 | 54.58% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 19,854 | $582,268.54 | $930,977.88 | $348,709.34 | 59.89% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,591 | $213,745.67 | $305,492.85 | $91,747.18 | 42.92% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 76,923 | $2.41M | $3.61M | $1.2M | 49.8% |
 Sarah H. Schmidt Summit Wealth Group LLC / CO | 10,676 | $532,578 | $494,832.6 | -$37,745.4 | -7.09% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 15,556 | $471,545.61 | $721,020.6 | $249,474.99 | 52.91% |
