Aptus Capital Advisors »

Litman Gregory Fds Tr Polen shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of Litman Gregory Fds Tr Polen (PCIG) shares owned by Aptus Capital Advisors from 13F filings

Historical chart of Aptus Capital Advisors investment in Litman Gregory Fds Tr Polen

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr Polen held by Aptus Capital Advisors 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 Litman Gregory Fds Tr Polen by Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $30k 3.2k 9.36
2025-06-30 $29k 3.0k 9.86
2025-03-31 $27k 2.9k 9.19
2024-12-31 $81k 8.9k 9.13