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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio Building Block World Pharma and Biotech Index ETF PBPH Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$14.3K Buy
+504
New +$14.1K ﹤0.01% 933

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Harbour Investments
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Balance Wealth
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Carolina Wealth Advisors
Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s PBPH Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. opened a new position in Portfolio Building Block World Pharma and Biotech Index ETF (PBPH) in Q3 2026: 504 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #933 among its holdings.

12 funds tracked by Wall St. Rank hold PBPH as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 504 shares of Portfolio Building Block World Pharma and Biotech Index ETF worth $14.3K as of Q3 2026.
  • Portfolio Building Block World Pharma and Biotech Index ETF was a new BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. position in Q3 2026.
  • Portfolio Building Block World Pharma and Biotech Index ETF made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #933 holding.
  • 12 funds tracked by Wall St. Rank held Portfolio Building Block World Pharma and Biotech Index ETF as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.