Position in PFG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$214,805
New position
Shares Held
1,993
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#664
of 941 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026IAMS WEALTH MANAGEMENT, LLC holds $1,587,320 across 7 Asset Management names. PFG ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
6,100 | $316,468 | |
| 2 | PTY |
Pimco Corporate & Income Opportunity Fund
|
22,000 | $264,660 | |
| 3 | PAXS |
PIMCO Access Income Fund
|
17,250 | $250,987 | |
| 4 | PFG |
Principal Financial Group Inc
This page
|
1,993 | $214,805 | |
| 5 | BGT |
Blackrock Floating Rate Income Trust
|
20,000 | $213,200 | |
| 6 | EVV |
Eaton Vance Ltd Duration Income Fund
|
20,000 | $187,400 | |
| 7 | PHK |
Pimco High Income Fund
|
30,000 | $139,800 |
All Filings in PFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,805 | 1,993 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||