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Invst, LLC

SEC CIK
0001867587
Latest filing
Aug 14, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Invst, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFG overviewAll 13F holders of PFGFull Q2 2026 holdings

Shares (Q2 2026)
17,156
Value
$1.85M
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of PFG by Invst, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,156$1.85M0.2%+65+0.4%AddedHolders
Q1 202617,091$1.54M0.2%+17,091NewHolders