Onyx Bridge Wealth Group
ROE icon

Onyx Bridge Wealth Group’s Astoria US Quality Kings ETF ROE Stock Holding History

Onyx Bridge Wealth Group’s Portfolio ROE Stock Details ROE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$506K Hold
11,884
– – 0.04% 241
2026
Q2 		$507K Buy
11,884
+155
+1% +$6.21K 0.05% 239
2026
Q1 		$416K Sell
11,729
-607
-5% -$22.2K 0.04% 245
2025
Q4 		$435K Buy
+12,336
New +$430K 0.05% 238
2025
Q3 		– Sell
-12,127
Closed -$391K – 374
2025
Q2 		$391K Buy
12,127
+3,152
+35% +$94.5K 0.05% 203
2025
Q1 		$263K Buy
8,975
+435
+5% +$13.4K 0.04% 227
2024
Q4 		$260K Sell
8,540
-1,759
-17% -$54.8K 0.04% 225
2024
Q3 		$317K Sell
10,299
-358
-3% -$10.7K 0.05% 206
2024
Q2 		$310K Sell
10,657
-74
-0.7% -$2.1K 0.05% 199
2024
Q1 		$299K Buy
10,731
+1,848
+21% +$50.3K 0.05% 194
2023
Q4 		$231K Sell
8,883
-629
-7% -$15.1K 0.05% 214
2023
Q3 		$222K Buy
+9,512
New +$230K 0.05% 206

Other funds holding ROE

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Oregon Pacific Wealth Management
Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
BlueDoor Private Wealth
BlueDoor Private Wealth Beverly, Massachusetts $236M AUM 14.87% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

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

Onyx Bridge Wealth Group held its Astoria US Quality Kings ETF (ROE) position steady in Q3 2026 at 11,884 shares worth $506K. The position accounts for 0.04% of the portfolio, ranked #241.

Onyx Bridge Wealth Group first reported a position in ROE in Q3 2023 and has held it in 12 quarters since. The position peaked at $507K in Q2 2026. 39 funds tracked by Wall St. Rank hold ROE as of Q3 2026.

  • Onyx Bridge Wealth Group held 11,884 shares of Astoria US Quality Kings ETF worth $506K as of Q3 2026.
  • Onyx Bridge Wealth Group left its Astoria US Quality Kings ETF share count unchanged in Q3 2026.
  • Astoria US Quality Kings ETF made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #241 holding.
  • Onyx Bridge Wealth Group first reported a position in Astoria US Quality Kings ETF in Q3 2023 and has held it in 12 quarters since.
  • Onyx Bridge Wealth Group's Astoria US Quality Kings ETF position peaked at $507K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q3 2026.

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