Who owns POLEN FLOATING RATE INCOME ETF?
- Ticker: PCFI
- CUSIP Number: 36087t429
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Analyze quarterly positions in Polen Floating Rate Income Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Polen Floating Rate Income Etf stock
Who bought or sold POLEN FLOATING RATE INCOME ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 93k | $2.1M | 100% | Mar 2026 |
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| WealthPlan Investment Management | 9.3k | $211k | 100% | Mar 2026 |
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| Advisor Group Holdings | 2.7k | $63k | 100% | Dec 2025 |
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| UBS Group | 108.00 | $2.5k | 100% | Mar 2026 |
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Who sold out of Polen Floating Rate Income Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Dec 2025 | 56k | $1.3M |
| Feltz Wealth PLAN | Dec 2025 | 15k | $342k |
| Farther Finance Advisors | Dec 2025 | 350.00 | $8.3k |