Independent Wealth Network Inc.
Position in PFG — Principal Financial Group Inc
CIK 1891240
URBANDALE, IA
Position in PFG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$224,505
+$20,740 QoQ
Shares Held
2,083
-9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#201
of 351 holders
Holding Since
Dec 2022
3 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, 2026Independent Wealth Network Inc. holds $6,550,522 across 11 Asset Management names. PFG ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWF |
Alliancebernstein Global High Income Fund Inc
|
152,398 | $1,569,699 | |
| 2 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
111,995 | $1,548,890 | |
| 3 | ARCC |
Ares Capital Corp
|
69,058 | $1,279,644 | |
| 4 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
36,395 | $770,118 | |
| 5 | JGH |
Nuveen Global High Income Fund
|
36,321 | $462,366 | |
| 6 | PFG |
Principal Financial Group Inc
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|
2,083 | $224,505 | |
| 7 | JRS |
Nuveen Real Estate Income Fund
|
22,442 | $189,186 | |
| 8 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
12,571 | $132,875 |
All Filings in PFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,505 | 2,083 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $203,765 | 2,310 | Shares | Sole | 2026-01-26 | |
| 2022-12-31 | $203,338 | 2,423 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||