CX Institutional’s Portfolio Building Block World Pharma and Biotech Index ETF PBPH Stock Holding History

CX Institutional’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 Q3	–	Sell	-1,068	Closed	-$29K	–	1755
2026 Q2	$29K	Buy	+1,068	New	+$27.2K	﹤0.01%	1087

Other funds holding PBPH

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

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

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

CX Institutional's PBPH Position: Q3 2026 in Review

CX Institutional sold out of Portfolio Building Block World Pharma and Biotech Index ETF (PBPH) in Q3 2026, closing a stake of 1,068 shares — an estimated $29K sold.

CX Institutional first reported a position in PBPH in Q2 2026 and held it in 1 quarter. The position peaked at $29K in Q2 2026. 4 funds tracked by Wall St. Rank hold PBPH as of Q3 2026.

CX Institutional reported no remaining Portfolio Building Block World Pharma and Biotech Index ETF position as of Q3 2026 after selling out during the quarter.
CX Institutional sold 1,068 Portfolio Building Block World Pharma and Biotech Index ETF shares in Q3 2026, an estimated $29K.
CX Institutional first reported a position in Portfolio Building Block World Pharma and Biotech Index ETF in Q2 2026 and held it in 1 quarter.
CX Institutional's Portfolio Building Block World Pharma and Biotech Index ETF position peaked at $29K in Q2 2026.
4 funds tracked by Wall St. Rank held Portfolio Building Block World Pharma and Biotech Index ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.