Carson Wealth (CWM LLC)
PBPH

Carson Wealth (CWM LLC)’s Portfolio Building Block World Pharma and Biotech Index ETF PBPH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PBPH Stock Details PBPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.2K Buy
+437
New +$11.4K ﹤0.01% 4728

Other funds holding PBPH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Portfolio Building Block World Pharma and Biotech Index ETF (PBPH) in Q1 2026: 437 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #4728 among its holdings.

11 funds tracked by Wall St. Rank hold PBPH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 437 shares of Portfolio Building Block World Pharma and Biotech Index ETF worth $11.2K as of Q1 2026.
  • Portfolio Building Block World Pharma and Biotech Index ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Portfolio Building Block World Pharma and Biotech Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4728 holding.
  • 11 funds tracked by Wall St. Rank held Portfolio Building Block World Pharma and Biotech Index ETF as of Q1 2026.

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