Onyx Bridge Wealth Group LLC XSHQ β€” INVESCO EXCH TRADED FD TR II

Ownership history in Onyx Bridge Wealth Group LLC  Β·  3 quarters on record

AI Ownership Summary

Onyx Bridge Wealth Group LLC reported INVESCO EXCH TRADED FD TR II (XSHQ) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows XSHQ at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XSHQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Onyx Bridge Wealth Group LLC's position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XSHQ was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Onyx Bridge Wealth Group LLC held XSHQ β€” position size vs. price
% of Fund (quarterly)    XSHQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 9,192 -297 -3.1% 0.04% $388K 2026-04-22 $45.62
2025 Q4 REDUCED 14.4% +0.6% ❌ 9,489 -1,597 -14.4% 0.04% $399K 2026-02-18 $44.35
2025 Q3 INITIATED β€” β€” β€” 11,086 β€” β€” 0.05% $477K 2025-11-06 $40.83

FAQ About Onyx Bridge Wealth Group LLC and XSHQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Onyx Bridge Wealth Group LLC reported owning XSHQ?

Onyx Bridge Wealth Group LLC reported XSHQ across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported XSHQ position in Onyx Bridge Wealth Group LLC's portfolio?

The largest reported portfolio weight for XSHQ was 0.05% in 2025 Q3.

What is the latest reported XSHQ position on this page?

The most recent filing on this page is 2026 Q1, when Onyx Bridge Wealth Group LLC reported 9,192 shares, equal to 0.04% of portfolio, with an estimated market value of $388K.

What does the chart on this XSHQ ownership page compare?

The chart compares Onyx Bridge Wealth Group LLC's quarterly XSHQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Onyx Bridge Wealth Group LLC Holdings