AE Wealth Management’s Principal Financial Group PFG Stock Holding History

AE Wealth Management’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.5M	Buy	227,548 +48,907	+27%	+$4.47M	0.11%	197
2025 Q4	$15.8M	Buy	178,641 +7,946	+5%	+$671K	0.09%	226
2025 Q3	$14.2M	Buy	170,695 +13,795	+9%	+$1.1M	0.09%	224
2025 Q2	$12.5M	Buy	156,900 +19,644	+14%	+$1.51M	0.09%	223
2025 Q1	$11.6M	Buy	137,256 +13,683	+11%	+$1.14M	0.1%	219
2024 Q4	$9.57M	Buy	123,573 +9,540	+8%	+$804K	0.08%	244
2024 Q3	$9.8M	Sell	114,033 -3,758	-3%	-$304K	0.09%	240
2024 Q2	$9.24M	Sell	117,791 -33,271	-22%	-$2.7M	0.09%	232
2024 Q1	$13M	Sell	151,062 -35,271	-19%	-$2.83M	0.15%	188
2023 Q4	$15M	Sell	186,333 -23,746	-11%	-$1.72M	0.08%	298
2023 Q3	$15.1M	Sell	210,079 -19,245	-8%	-$1.49M	0.09%	259
2023 Q2	$17.4M	Sell	229,324 -9,814	-4%	-$707K	0.1%	232
2023 Q1	$17.8M	Buy	239,138 +15,830	+7%	+$1.34M	0.11%	215
2022 Q4	$18.7M	Buy	223,308 +70,659	+46%	+$6.06M	0.14%	181
2022 Q3	$11M	Sell	152,649 -31,192	-17%	-$2.24M	0.09%	243
2022 Q2	$12.3M	Buy	183,841 +65,655	+56%	+$4.62M	0.1%	229
2022 Q1	$8.68M	Buy	118,186 +18,033	+18%	+$1.31M	0.06%	312
2021 Q4	$7.24M	Buy	100,153 +6,913	+7%	+$482K	0.05%	335
2021 Q3	$6M	Buy	93,240 +15,520	+20%	+$996K	0.05%	338
2021 Q2	$4.91M	Buy	77,720 +33,318	+75%	+$2.13M	0.04%	369
2021 Q1	$2.66M	Buy	44,402 +5,574	+14%	+$311K	0.03%	492
2020 Q4	$1.93M	Buy	38,828 +5,273	+16%	+$242K	0.02%	507
2020 Q3	$1.35M	Buy	33,555 +10	+0%	+$426	0.02%	545
2020 Q2	$1.39M	Buy	33,545 +14,056	+72%	+$513K	0.02%	516
2020 Q1	$611K	Buy	19,489 +7,475	+62%	+$354K	0.01%	618
2019 Q4	$661K	Buy	12,014 +4,922	+69%	+$269K	0.01%	645
2019 Q3	$405K	Buy	7,092 +53	+0.8%	+$2.98K	0.01%	674
2019 Q2	$408K	Buy	+7,039	New	+$388K	0.01%	644
2019 Q1	–	Sell	-5,920	Closed	-$261K	–	661
2018 Q4	$261K	Sell	5,920 -1,496	-20%	-$73.6K	0.04%	379
2018 Q3	$434K	Buy	+7,416	New	+$413K	0.02%	356