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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
Q2 		$9.79M Sell
114,928
-133
-0.1% -$11.1K 0.88% 23
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Onyx Bridge Wealth Group's CSM Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its ProShares Large Cap Core Plus (CSM) stake by 0.12% in Q2 2026, selling an estimated $11.1K and leaving 114,928 shares worth $9.79M. The position accounts for 0.88% of the portfolio, ranked #23.

Onyx Bridge Wealth Group first reported a position in CSM in Q2 2023 and has held it in 13 quarters since. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • Onyx Bridge Wealth Group held 114,928 shares of ProShares Large Cap Core Plus worth $9.79M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 133 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $11.1K.
  • ProShares Large Cap Core Plus made up 0.88% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #23 holding.
  • Onyx Bridge Wealth Group first reported a position in ProShares Large Cap Core Plus in Q2 2023 and has held it in 13 quarters since.
  • 104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.