Larson Financial Group
FITZ icon

Larson Financial Group’s Fitz-Gerald Must Have Portfolio ETF FITZ Stock Holding History

Larson Financial Group’s Portfolio FITZ Stock Details FITZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.03K Buy
40
+20
+100% +$502 ﹤0.01% 3414
2026
Q2 		$487 Buy
+20
New +$487 ﹤0.01% 3493

Other funds holding FITZ

Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Foresight Capital Management Advisors
Foresight Capital Management Advisors Saline, Michigan $202M AUM 20.26% 1-Year Est. Return
Hilltop National Bank
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Larson Financial Group's FITZ Position: Q3 2026 in Review

Larson Financial Group increased its Fitz-Gerald Must Have Portfolio ETF (FITZ) stake by 100% in Q3 2026, buying an estimated $502 and bringing the position to 40 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #3414.

Larson Financial Group first reported a position in FITZ in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold FITZ as of Q3 2026.

  • Larson Financial Group held 40 shares of Fitz-Gerald Must Have Portfolio ETF worth $1.03K as of Q3 2026.
  • Larson Financial Group bought 20 Fitz-Gerald Must Have Portfolio ETF shares in Q3 2026, an estimated $502.
  • Fitz-Gerald Must Have Portfolio ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3414 holding.
  • Larson Financial Group first reported a position in Fitz-Gerald Must Have Portfolio ETF in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Fitz-Gerald Must Have Portfolio ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.