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 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%	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 New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Nikulski Financial Bettendorf, Iowa $464M AUM 34.74% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Larson Financial Group's PFIG Position: Q2 2026 in Review

Larson Financial Group held its Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) position steady in Q2 2026 at 43 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3302.

Larson Financial Group first reported a position in PFIG in Q2 2019 and has held it in 27 quarters since. The position peaked at $9K in Q4 2021. 33 funds tracked by Wall St. Rank hold PFIG as of Q2 2026.

Larson Financial Group held 43 shares of Invesco Fundamental Investment Grade Corporate Bond ETF worth $1.04K as of Q2 2026.
Larson Financial Group left its Invesco Fundamental Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
Invesco Fundamental Investment Grade Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3302 holding.
Larson Financial Group first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 27 quarters since.
Larson Financial Group's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $9K in Q4 2021.
33 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.