Onyx Bridge Wealth Group
ENDW icon

Onyx Bridge Wealth Group’s Cambria Endowment Style ETF ENDW Stock Holding History

Onyx Bridge Wealth Group’s Portfolio ENDW Stock Details ENDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.23M Buy
183,182
+101,383
+124% +$3.51M 0.55% 43
2026
Q2 		$2.74M Buy
81,799
+61,204
+297% +$2.05M 0.25% 82
2026
Q1 		$656K Buy
+20,595
New +$665K 0.07% 182

Other funds holding ENDW

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Private Wealth Asset Management
Private Wealth Asset Management Cedar Rapids, Iowa $1.83B AUM 19.91% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Apeiron RIA
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
Kesler Norman & Wride
Kesler Norman & Wride Ogden, Utah $643M AUM 27% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

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

Onyx Bridge Wealth Group increased its Cambria Endowment Style ETF (ENDW) stake by 124% in Q3 2026, buying an estimated $3.51M and bringing the position to 183,182 shares worth $6.23M. The position accounts for 0.55% of the portfolio, ranked #43.

Onyx Bridge Wealth Group first reported a position in ENDW in Q1 2026 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold ENDW as of Q3 2026.

  • Onyx Bridge Wealth Group held 183,182 shares of Cambria Endowment Style ETF worth $6.23M as of Q3 2026.
  • Onyx Bridge Wealth Group bought 101,383 Cambria Endowment Style ETF shares in Q3 2026, an estimated $3.51M.
  • Cambria Endowment Style ETF made up 0.55% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #43 holding.
  • Onyx Bridge Wealth Group first reported a position in Cambria Endowment Style ETF in Q1 2026 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Cambria Endowment Style ETF as of Q3 2026.

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