Onyx Bridge Wealth Group
CSM icon

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
Q3 		$9.9M Sell
114,469
-459
-0.4% -$40.1K 0.87% 25
2026
Q2 		$9.8M 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

B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

Onyx Bridge Wealth Group's CSM Position: Q3 2026 in Review

Onyx Bridge Wealth Group reduced its ProShares Large Cap Core Plus (CSM) stake by 0.4% in Q3 2026, selling an estimated $40.1K and leaving 114,469 shares worth $9.9M. The position accounts for 0.87% of the portfolio, ranked #25.

Onyx Bridge Wealth Group first reported a position in CSM in Q2 2023 and has held it in 14 quarters since. 15 funds tracked by Wall St. Rank hold CSM as of Q3 2026.

  • Onyx Bridge Wealth Group held 114,469 shares of ProShares Large Cap Core Plus worth $9.9M as of Q3 2026.
  • Onyx Bridge Wealth Group sold 459 ProShares Large Cap Core Plus shares in Q3 2026, an estimated $40.1K.
  • ProShares Large Cap Core Plus made up 0.87% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #25 holding.
  • Onyx Bridge Wealth Group first reported a position in ProShares Large Cap Core Plus in Q2 2023 and has held it in 14 quarters since.
  • 15 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.