Elevated Capital Advisors, LLC
Position in PFG — Principal Financial Group Inc
CIK 1802387
SANDY, UT
Position in PFG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$388,439
-$301,713 QoQ
Shares Held
3,604
-52.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#526
of 941 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Elevated Capital Advisors, LLC holds $12,947,066 across 17 Asset Management names. PFG ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCN |
Pimco Corporate & Income Strategy Fund
|
411,339 | $4,915,501 | |
| 2 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
462,634 | $4,487,549 | |
| 3 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
116,044 | $1,889,196 | |
| 4 | TROW |
Price T Rowe Group Inc
|
9,496 | $1,079,600 | |
| 5 | PFG |
Principal Financial Group Inc
This page
|
3,604 | $388,439 | |
| 6 | BEN |
Franklin Resources Inc
|
2,498 | $83,108 | |
| 7 | IVZ |
Invesco Ltd.
|
2,152 | $56,791 | |
| 8 | STT |
State Street Corp
|
100 | $16,960 |
All Filings in PFG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,439 | 3,604 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $690,152 | 7,659 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $802,711 | 9,100 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $720,487 | 8,690 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $744,417 | 9,372 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $790,715 | 9,372 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $694,909 | 8,977 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $774,474 | 9,016 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $720,563 | 9,185 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||