Position in PFG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$36,764
New position
Shares Held
408
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 67.8921568627451.ToString("F0")%
Shared 0.ToString("F0")%
None 32.1078431372549.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Gould Capital, LLC holds $4,997,064 across 16 Asset Management names. PFG ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
190,833 | $2,352,970 | |
| 2 | APO |
Apollo Global Management, Inc.
|
10,674 | $1,189,297 | |
| 3 | NZF |
Nuveen Municipal Credit Income Fund
|
69,591 | $847,618 | |
| 4 | NAD |
Nuveen Quality Municipal Income Fund
|
28,689 | $329,923 | |
| 5 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
7,518 | $108,409 | |
| 6 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
6,350 | $66,738 | |
| 7 | PFG |
Principal Financial Group Inc
This page
|
408 | $36,764 | |
| 8 | EFT |
Eaton Vance Floating-Rate Income Trust
|
2,853 | $30,612 |
All Filings in PFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,764 | 408 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||