Root Financial Partners’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Root Financial Partners’s Portfolio SDHY Stock Details SDHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$61	Buy	+4	New	+$64	﹤0.01%	3707
2026 Q2	–	Sell	-19	Closed	-$304	–	2668
2026 Q1	$304	Buy	+19	New	+$312	﹤0.01%	3030

Other funds holding SDHY

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Hazlett, Burt & Watson Wheeling, West Virginia $387M AUM 31.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

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

Root Financial Partners opened a new position in PGIM Short Duration High Yield Opportunities Fund (SDHY) in Q3 2026: 4 shares worth $61. The stake represents ﹤0.01% of the portfolio and ranks #3707 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SDHY as recently as Q1 2026.

Root Financial Partners first reported a position in SDHY in Q1 2026 and has held it in 2 quarters since. The position peaked at $304 in Q1 2026. 30 funds tracked by Wall St. Rank hold SDHY as of Q3 2026.

Root Financial Partners held 4 shares of PGIM Short Duration High Yield Opportunities Fund worth $61 as of Q3 2026.
PGIM Short Duration High Yield Opportunities Fund was a new Root Financial Partners position in Q3 2026.
PGIM Short Duration High Yield Opportunities Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3707 holding.
Root Financial Partners first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q1 2026 and has held it in 2 quarters since.
Root Financial Partners's PGIM Short Duration High Yield Opportunities Fund position peaked at $304 in Q1 2026.
30 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.