PFA
RSP icon

Pettinga Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Pettinga Financial Advisors’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.21M Sell
29,183
-2,123
-7% -$434K 1% 25
2026
Q1 		$6.01M Buy
31,306
+4,360
+16% +$864K 1.13% 25
2025
Q4 		$5.16M Sell
26,946
-2,129
-7% -$404K 0.98% 27
2025
Q3 		$5.52M Buy
29,075
+3,008
+12% +$561K 1.08% 27
2025
Q2 		$4.74M Sell
26,067
-16,200
-38% -$2.8M 1.04% 25
2025
Q1 		$7.32M Buy
42,267
+17,301
+69% +$3.08M 1.72% 19
2024
Q4 		$4.37M Buy
24,966
+22,013
+745% +$3.98M 0.99% 24
2024
Q3 		$529K Buy
+2,953
New +$504K 0.13% 76

Other funds holding RSP

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return