International Private Wealth Advisors LLC

Position in PFG — Principal Financial Group Inc

CIK 2022637 SAN DIEGO, CA

Position in PFG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$388,439

+$61,881 QoQ

Shares Held

3,604

-0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#527

of 941 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

International Private Wealth Advisors LLC holds $3,456,753 across 6 Asset Management names. PFG ranks #4 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	1,283	$1,233,681
2	BXSL	Blackstone Secured Lending Fund	39,296	$931,708
3	TROW	Price T Rowe Group Inc	5,080	$577,545
4	PFG	Principal Financial Group Inc This page	3,604	$388,439
5	JPC	Nuveen Preferred & Income Opportunities Fund	24,089	$189,821
6	PHK	Pimco High Income Fund	29,090	$135,559

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$388,439	3,604	-0.6%	Shares	Sole	2026-08-07
2026-03-31	$326,558	3,624	+25.4%	Shares	Sole	2026-04-21
2025-12-31	$254,926	2,890	+1.2%	Shares	Sole	2026-01-14
2025-09-30	$236,873	2,857	-10.7%	Shares	Sole	2025-11-06
2025-06-30	$254,017	3,198	+1.8%	Shares	Sole	2025-07-11
2025-03-31	$265,090	3,142	+9.5%	Shares	Sole	2025-04-14
2024-12-31	$222,166	2,870	+2.1%	Shares	Sole	2025-01-29
2024-09-30	$241,550	2,812	-4.2%	Shares	Sole	2024-11-06
2024-06-30	$230,250	2,935	-24.8%	Shares	Sole	2024-07-31
2024-03-31	$337,040	3,905	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.