PFA
OTF

Pettinga Financial Advisors’s Blue Owl Technology Finance Corp OTF Stock Holding History

Pettinga Financial Advisors’s Portfolio OTF Stock Details OTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.95M Buy
381,161
+37,588
+11% +$418K 0.63% 35
2026
Q1 		$4.26M Buy
343,573
+82,173
+31% +$1.05M 0.8% 30
2025
Q4 		$3.8M Buy
261,400
+106,226
+68% +$1.49M 0.72% 33
2025
Q3 		$2.14M Buy
+155,174
New +$2.33M 0.42% 46

Other funds holding OTF

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return