Petersen Hastings Wealth Advisors Inc. quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Petersen Hastings Wealth Advisors Inc. opened 14 positions, added to 16, reduced 20, sold out of 11 and left 11 unchanged. The largest increase in value was DFCF (+$207,625,665); the largest decrease was DFCF (-$193,001,837).
- DFCF: Country of operation —; Class CORE FIXE IN ETF; Shares 2026-03-31 0; Shares 2026-06-30 4,918,874.
- DUHP: Country of operation —; Class US HIGH PROF ETF; Shares 2026-03-31 0; Shares 2026-06-30 3,014,121.
- SPTM: Country of operation —; Class ST STR PR SP1500; Shares 2026-03-31 0; Shares 2026-06-30 34,783.
- DFLV: Country of operation —; Class US LARG VALU ETF; Shares 2026-03-31 0; Shares 2026-06-30 36,199.
Two Form 13F-HR filings compared (SEC CIK 2109614): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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