Balance Wealth’s Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF PBOG Stock Holding History

Balance Wealth’s Portfolio PBOG Stock Details PBOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.21K	Buy	+93	New	+$3.15K	﹤0.01%	704

Other funds holding PBOG

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return

Balance Wealth's PBOG Position: Q3 2026 in Review

Balance Wealth opened a new position in Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF (PBOG) in Q3 2026: 93 shares worth $3.21K. The stake represents ﹤0.01% of the portfolio and ranks #704 among its holdings.

8 funds tracked by Wall St. Rank hold PBOG as of Q3 2026.

Balance Wealth held 93 shares of Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF worth $3.21K as of Q3 2026.
Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF was a new Balance Wealth position in Q3 2026.
Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #704 holding.
8 funds tracked by Wall St. Rank held Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.