OBWG
ELM

Onyx Bridge Wealth Group’s Elm Market Navigator ETF ELM Stock Holding History

Onyx Bridge Wealth Group’s Portfolio ELM Stock Details ELM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.36M Buy
46,369
+30,422
+191% +$874K 0.12% 129
2026
Q1 		$432K Buy
+15,947
New +$444K 0.05% 239

Other funds holding ELM

EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $366M AUM 20.15% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Onyx Bridge Wealth Group increased its Elm Market Navigator ETF (ELM) stake by 191% in Q2 2026, buying an estimated $874K and bringing the position to 46,369 shares worth $1.36M. The position accounts for 0.12% of the portfolio, ranked #129.

Onyx Bridge Wealth Group first reported a position in ELM in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold ELM as of Q2 2026.

  • Onyx Bridge Wealth Group held 46,369 shares of Elm Market Navigator ETF worth $1.36M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 30,422 Elm Market Navigator ETF shares in Q2 2026, an estimated $874K.
  • Elm Market Navigator ETF made up 0.12% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #129 holding.
  • Onyx Bridge Wealth Group first reported a position in Elm Market Navigator ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Elm Market Navigator ETF as of Q2 2026.

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