Onyx Bridge Wealth Group’s ProShares Large Cap Core Plus CSM Stock Holding History

Onyx Bridge Wealth Group’s Portfolio CSM Stock Details CSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.61M	Sell	115,061 -1,296	-1%	-$102K	0.93%	27
2025 Q4	$9.27M	Sell	116,357 -520	-0.4%	-$40.6K	0.99%	24
2025 Q3	$8.95M	Buy	116,877 +599	+0.5%	+$43.9K	0.97%	26
2025 Q2	$8.2M	Sell	116,278 -4,477	-4%	-$292K	1.08%	26
2025 Q1	$7.7M	Sell	120,755 -1,906	-2%	-$127K	1.1%	24
2024 Q4	$8.11M	Sell	122,661 -215	-0.2%	-$14.4K	1.17%	21
2024 Q3	$8.03M	Sell	122,876 -1,175	-0.9%	-$73.8K	1.21%	19
2024 Q2	$7.69M	Sell	124,051 -35	-0%	-$2.09K	1.26%	19
2024 Q1	$7.24M	Sell	124,086 -1,654	-1%	-$94.9K	1.29%	18
2023 Q4	$6.89M	Sell	125,740 -977	-0.8%	-$49.7K	1.39%	22
2023 Q3	$6.19M	Sell	126,717 -66	-0.1%	-$3.37K	1.45%	18
2023 Q2	$6.47M	Buy	+126,783	New	+$6.12M	1.55%	17

Other funds holding CSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Onyx Bridge Wealth Group's CSM Position: Q1 2026 in Review

Onyx Bridge Wealth Group reduced its ProShares Large Cap Core Plus (CSM) stake by 1.1% in Q1 2026, selling an estimated $102K and leaving 115,061 shares worth $8.61M. The position accounts for 0.93% of the portfolio, ranked #27.

Onyx Bridge Wealth Group first reported a position in CSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.27M in Q4 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

Onyx Bridge Wealth Group held 115,061 shares of ProShares Large Cap Core Plus worth $8.61M as of Q1 2026.
Onyx Bridge Wealth Group sold 1,296 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $102K.
ProShares Large Cap Core Plus made up 0.93% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #27 holding.
Onyx Bridge Wealth Group first reported a position in ProShares Large Cap Core Plus in Q2 2023 and has held it in 12 quarters since.
Onyx Bridge Wealth Group's ProShares Large Cap Core Plus position peaked at $9.27M in Q4 2025.
101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.