Carson Wealth (CWM LLC)’s Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF PBOG Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$12.4K	Buy	+351	New	+$10.5K	﹤0.01%	4690

Other funds holding PBOG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PBOG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF (PBOG) in Q1 2026: 351 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #4690 among its holdings.

10 funds tracked by Wall St. Rank hold PBOG as of Q1 2026.

Carson Wealth (CWM LLC) held 351 shares of Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF worth $12.4K as of Q1 2026.
Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4690 holding.
10 funds tracked by Wall St. Rank held Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.