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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
LCGC
Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Onyx Bridge Wealth Group increased its Astoria US Quality Kings ETF (ROE) stake by 1.3% in Q2 2026, buying an estimated $6.21K and bringing the position to 11,884 shares worth $507K. The position accounts for 0.05% of the portfolio, ranked #239.

Onyx Bridge Wealth Group first reported a position in ROE in Q3 2023 and has held it in 11 quarters since. 30 funds tracked by Wall St. Rank hold ROE as of Q2 2026.

  • Onyx Bridge Wealth Group held 11,884 shares of Astoria US Quality Kings ETF worth $507K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 155 Astoria US Quality Kings ETF shares in Q2 2026, an estimated $6.21K.
  • Astoria US Quality Kings ETF made up 0.05% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #239 holding.
  • Onyx Bridge Wealth Group first reported a position in Astoria US Quality Kings ETF in Q3 2023 and has held it in 11 quarters since.
  • 30 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q2 2026.

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