Elevated Capital Advisors, LLC

Position in PFG — Principal Financial Group Inc

CIK 1802387 SANDY, UT

Position in PFG

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$690,152

-$112,559 QoQ

Shares Held

7,659

-15.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Elevated Capital Advisors, LLC holds $13,603,634 across 20 Asset Management names. PFG ranks #5 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCN	Pimco Corporate & Income Strategy Fund	399,746	$4,756,977
2	DSU	Blackrock Debt Strategies Fund, Inc.	455,494	$4,368,187
3	TROW	Price T Rowe Group Inc	19,938	$1,797,211
4	FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	114,130	$1,767,873
5	PFG	Principal Financial Group Inc This page	7,659	$690,152
6	BEN	Franklin Resources Inc	4,612	$108,935
7	IVZ	Invesco Ltd.	2,513	$61,040
8	STT	State Street Corp	100	$12,656

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$690,152	7,659	-15.8%	Shares	Sole	2026-04-30
2025-12-31	$802,711	9,100	+4.7%	Shares	Sole	2026-01-27
2025-09-30	$720,487	8,690	-7.3%	Shares	Sole	2025-11-13
2025-06-30	$744,417	9,372	0.0%	Shares	Sole	2025-07-15
2025-03-31	$790,715	9,372	+4.4%	Shares	Sole	2025-04-24
2024-12-31	$694,909	8,977	-0.4%	Shares	Sole	2025-01-13
2024-09-30	$774,474	9,016	-1.8%	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.