WealthPlan Investment Management »

Polen Floating Rate Income Etf shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Polen Floating Rate Income Etf (PCFI) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Polen Floating Rate Income Etf

Tip: Access up to 7 years of quarterly data

All positions including Polen Floating Rate Income Etf held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Polen Floating Rate Income Etf by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $211k 9.3k 22.71

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ea Series Trust Bufferlabs Us Eq (BFLB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Us Largecap Fund (EPS)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (SPAB)
Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

Top funds holding Polen Floating Rate Income Etf

Bank of America Corporation
WealthPlan Investment Management
Advisor Group Holdings
UBS Group

View all funds holding Polen Floating Rate Income Etf