Root Financial Partners’s Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF PBOG Stock Holding History

Root Financial Partners’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	$8.63K	Buy	+250	New	+$8.46K	﹤0.01%	1984

Other funds holding PBOG

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

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

Root Financial Partners's PBOG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF (PBOG) in Q3 2026: 250 shares worth $8.63K. The stake represents ﹤0.01% of the portfolio and ranks #1984 among its holdings.

3 funds tracked by Wall St. Rank hold PBOG as of Q3 2026.

Root Financial Partners held 250 shares of Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF worth $8.63K as of Q3 2026.
Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF was a new Root Financial Partners position in Q3 2026.
Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1984 holding.
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 Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.