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

CX Institutional’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	–	Sell	-541	Closed	-$16K	–	1754
2026 Q2	$16K	Buy	+541	New	+$17.6K	﹤0.01%	1228

Other funds holding PBOG

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

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

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

CX Institutional's PBOG Position: Q3 2026 in Review

CX Institutional sold out of Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF (PBOG) in Q3 2026, closing a stake of 541 shares — an estimated $16K sold.

CX Institutional first reported a position in PBOG in Q2 2026 and held it in 1 quarter. The position peaked at $16K in Q2 2026. 3 funds tracked by Wall St. Rank hold PBOG as of Q3 2026.

CX Institutional reported no remaining Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF position as of Q3 2026 after selling out during the quarter.
CX Institutional sold 541 Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF shares in Q3 2026, an estimated $16K.
CX Institutional first reported a position in Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF in Q2 2026 and held it in 1 quarter.
CX Institutional's Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF position peaked at $16K in Q2 2026.
3 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 CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.