Integrated Wealth Concepts’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$631K	Buy	6,999 +2,949	+73%	+$270K	0.01%	1405
2025 Q4	$357K	Buy	+4,050	New	+$342K	﹤0.01%	1249
2025 Q2	–	Sell	-2,896	Closed	-$244K	–	1980
2025 Q1	$244K	Buy	+2,896	New	+$241K	﹤0.01%	1519
2024 Q4	–	Sell	-2,465	Closed	-$212K	–	1766
2024 Q3	$212K	Buy	+2,465	New	+$199K	﹤0.01%	1532
2024 Q2	–	Sell	-2,424	Closed	-$209K	–	1701
2024 Q1	$209K	Buy	+2,424	New	+$195K	﹤0.01%	1504
2023 Q4	–	Sell	-4,733	Closed	-$341K	–	1650
2023 Q3	$341K	Sell	4,733 -821	-15%	-$63.7K	0.01%	1161
2023 Q2	$421K	Sell	5,554 -2,468	-31%	-$178K	0.01%	1065
2023 Q1	$596K	Buy	8,022 +1,123	+16%	+$95.3K	0.01%	798
2022 Q4	$579K	Buy	+6,899	New	+$592K	0.02%	615