Great Waters Wealth Management’s Pearson PSO Stock Holding History

Great Waters Wealth Management’s Portfolio PSO Stock Details PSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$267K	Hold	16,800	–	–	0.02%	110
2026 Q1	$221K	Hold	16,800	–	–	0.02%	114
2025 Q4	$236K	Sell	16,800 -1,444	-8%	-$20K	0.03%	105
2025 Q3	$258K	Hold	18,244	–	–	0.03%	94
2025 Q2	$272K	Buy	18,244 +3,258	+22%	+$50.7K	0.04%	84
2025 Q1	$240K	Buy	14,986 +480	+3%	+$7.88K	0.03%	85
2024 Q4	$234K	Hold	14,506	–	–	0.03%	96
2024 Q3	$197K	Hold	14,506	–	–	0.03%	108
2024 Q2	$181K	Hold	14,506	–	–	0.03%	101
2024 Q1	$191K	Hold	14,506	–	–	0.03%	96
2023 Q4	$178K	Hold	14,506	–	–	0.03%	93
2023 Q3	$157K	Hold	14,506	–	–	0.03%	89
2023 Q2	$152K	Hold	14,506	–	–	0.03%	91
2023 Q1	$153K	Hold	14,506	–	–	0.03%	83
2022 Q4	$166K	Buy	+14,506	New	+$159K	0.04%	85

Other funds holding PSO

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return