Larson Financial Group
PFIG icon

Larson Financial Group’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Larson Financial Group’s Portfolio PFIG Stock Details PFIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.01K Buy
44
+1
+2% +$24 ﹤0.01% 3420
2026
Q2 		$1.04K Hold
43
– – ﹤0.01% 3302
2026
Q1 		$1.03K Buy
43
+1
+2% +$24 ﹤0.01% 3145
2025
Q4 		$1.03K Hold
42
– – ﹤0.01% 2948
2025
Q3 		$1.02K Buy
42
+1
+2% +$24 ﹤0.01% 2922
2025
Q2 		$997 Hold
41
– – ﹤0.01% 2655
2025
Q1 		$976 Hold
41
– – ﹤0.01% 2396
2024
Q4 		$954 Buy
41
+1
+3% +$24 ﹤0.01% 2054
2024
Q3 		$970 Hold
40
– – ﹤0.01% 1997
2024
Q2 		$929 Buy
40
+1
+3% +$23 ﹤0.01% 1723
2024
Q1 		$923 Hold
39
– – ﹤0.01% 1465
2023
Q4 		$925 Hold
39
– – ﹤0.01% 1481
2023
Q3 		$880 Hold
39
– – ﹤0.01% 1508
2023
Q2 		$900 Hold
39
– – ﹤0.01% 1378
2023
Q1 		$914 Hold
39
– – ﹤0.01% 1355
2022
Q4 		$897 Hold
39
– – ﹤0.01% 1309
2022
Q3 		$1K Sell
39
-285
-88% -$6.7K ﹤0.01% 1229
2022
Q2 		$8K Hold
324
– – ﹤0.01% 784
2022
Q1 		$8K Sell
324
-14
-4% -$354 ﹤0.01% 711
2021
Q4 		$9K Buy
+338
New +$8.97K ﹤0.01% 709
2021
Q2 		– Sell
-59
Closed -$2K – 904
2021
Q1 		$2K Buy
59
+2
+4% +$54 ﹤0.01% 719
2020
Q4 		$2K Buy
57
+10
+21% +$274 ﹤0.01% 649
2020
Q3 		$1K Buy
47
+11
+31% +$301 ﹤0.01% 676
2020
Q2 		$1K Buy
36
+8
+29% +$212 ﹤0.01% 639
2020
Q1 		$1K Sell
28
-1
-3% -$26 ﹤0.01% 501
2019
Q4 		$1K Buy
29
+15
+107% +$393 ﹤0.01% 531
2019
Q3 		$0 Buy
14
+5
+56% +$130 ﹤0.01% 605
2019
Q2 		$0 Buy
+9
New +$230 ﹤0.01% 554

Other funds holding PFIG

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nikulski Financial
Nikulski Financial Bettendorf, Iowa $466M AUM 27.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Larson Financial Group increased its Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) stake by 2.3% in Q3 2026, buying an estimated $24 and bringing the position to 44 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #3420.

Larson Financial Group first reported a position in PFIG in Q2 2019 and has held it in 28 quarters since. The position peaked at $9K in Q4 2021. 14 funds tracked by Wall St. Rank hold PFIG as of Q3 2026.

  • Larson Financial Group held 44 shares of Invesco Fundamental Investment Grade Corporate Bond ETF worth $1.01K as of Q3 2026.
  • Larson Financial Group bought 1 Invesco Fundamental Investment Grade Corporate Bond ETF share in Q3 2026, an estimated $24.
  • Invesco Fundamental Investment Grade Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3420 holding.
  • Larson Financial Group first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • Larson Financial Group's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $9K in Q4 2021.
  • 14 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q3 2026.

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