Creative Capital Management Investments LLC
Position in PFG — Principal Financial Group Inc
CIK 1957363
SAN DIEGO, CA
Position in PFG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$21,085
+$444 QoQ
Shares Held
234
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Creative Capital Management Investments LLC holds $117,332 across 14 Asset Management names. PFG ranks #3 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
|
3,556 | $29,052 | |
| 2 | AMP |
Ameriprise Financial Inc
|
56 | $24,886 | |
| 3 | PFG |
Principal Financial Group Inc
This page
|
234 | $21,085 | |
| 4 | RJF |
Raymond James Financial Inc
|
74 | $10,714 | |
| 5 | BLK |
BlackRock, Inc.
|
9 | $8,655 | |
| 6 | NUV |
Nuveen Municipal Value Fund Inc
|
921 | $8,279 | |
| 7 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
385 | $4,227 | |
| 8 | FCT |
First Trust Senior Floating Rate Income Fund II
|
250 | $2,410 |
All Filings in PFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,085 | 234 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $20,641 | 234 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||