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 Q3	$5.77M	Sell	27,745 -1,438	-5%	-$311K	0.95%	26
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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Pettinga Financial Advisors's RSP Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.9% in Q3 2026, selling an estimated $311K and leaving 27,745 shares worth $5.77M. The position accounts for 0.95% of the portfolio, ranked #26.

Pettinga Financial Advisors first reported a position in RSP in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.32M in Q1 2025. 356 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Pettinga Financial Advisors held 27,745 shares of Invesco S&P 500 Equal Weight ETF worth $5.77M as of Q3 2026.
Pettinga Financial Advisors sold 1,438 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $311K.
Invesco S&P 500 Equal Weight ETF made up 0.95% of Pettinga Financial Advisors's portfolio in Q3 2026, its #26 holding.
Pettinga Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 9 quarters since.
Pettinga Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $7.32M in Q1 2025.
356 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.