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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
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% 500
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 $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $405M AUM 24.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Larson Financial Group's PFIG Position: Q1 2026 in Review

Larson Financial Group increased its Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) stake by 2.4% in Q1 2026, buying an estimated $24 and bringing the position to 43 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #3145.

Larson Financial Group first reported a position in PFIG in Q2 2019 and has held it in 26 quarters since. The position peaked at $9K in Q4 2021. 31 funds tracked by Wall St. Rank hold PFIG as of Q1 2026.

  • Larson Financial Group held 43 shares of Invesco Fundamental Investment Grade Corporate Bond ETF worth $1.03K as of Q1 2026.
  • Larson Financial Group bought 1 Invesco Fundamental Investment Grade Corporate Bond ETF share in Q1 2026, an estimated $24.
  • Invesco Fundamental Investment Grade Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3145 holding.
  • Larson Financial Group first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 26 quarters since.
  • Larson Financial Group's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $9K in Q4 2021.
  • 31 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.