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

Pettinga Financial Advisors’s Portfolio RSPH Stock Details RSPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$232K	Hold	7,000	–	–	0.04%	140
2026 Q1	$211K	Sell	7,000 -10,635	-60%	-$341K	0.04%	141
2025 Q4	$562K	Sell	17,635 -17,525	-50%	-$545K	0.11%	93
2025 Q3	$1.03M	Sell	35,160 -17,969	-34%	-$520K	0.2%	68
2025 Q2	$1.55M	Buy	53,129 +24,894	+88%	+$709K	0.34%	48
2025 Q1	$840K	Buy	+28,235	New	+$857K	0.2%	66

Other funds holding RSPH

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return