Rollins Financial Advisors Q2 2026 Activity: ETF Purchases and Sales

As of June 30th, 2026, Rollins Financial Advisors' portfolio has undergone several significant changes during the second quarter. The firm's holdings reflect a dynamic approach to investing, with adjustments made across various sectors and fund types.

Notable Reductions

The largest change observed in Q2 was a reduction in exposure to SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG). The position decreased by 85,015 shares (-6.39%), representing one of the most substantial reductions during this period.

Significant New Purchases

Rollins Financial Advisors demonstrated a strong interest in momentum strategies and specific growth-oriented funds within Q2:

• ISHARES MSCI INTL MOMENTUM FACTOR ETF (IMTM) was added to the portfolio, increasing by 77.42% in just one quarter.
• SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF), a fundamental international equity fund, was also added with a substantial increase of 68.01%.
• The firm significantly boosted its position in ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF (DYNF), increasing by nearly 100%, indicating confidence in this factor rotation strategy.

Substantial Increases and Additions

Beyond the momentum plays, Rollins Financial Advisors also showed strong interest in other areas:

• INVESCO LARGE CAP GROWTH ETF (PWB) experienced a remarkable increase of 100% during the quarter.
• The firm added exposure to several other funds, including SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG), INVESCO RAFI EMERGING MARKETS ETF (PXH), and others like VUG and SPMO.

These changes highlight Rollins Financial Advisors' active management style, focusing on specific growth sectors and momentum factors while strategically reducing positions in certain large-cap growth funds. For more detailed portfolio information or to view the complete holdings list for Rollins Financial Advisors, please refer to their latest filing.