CLS Investments »

Litman Gregory Fds Tr Polen shares owned by CLS Investments

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

Historical chart of CLS Investments 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 CLS Investments 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 CLS Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $459k 49k 9.36
2025-06-30 $486k 49k 9.86
2025-03-31 $481k 52k 9.19
2024-12-31 $500k 55k 9.13
2024-09-30 $549k 55k 9.94
2024-06-30 $537k 56k 9.61

More positions owned by CLS Investments

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)

View all positions for CLS Investments

Top funds holding Litman Gregory Fds Tr Polen

Cambridge Investment Research Advisors
AI Financial Services
Envestnet Asset Management
CLS Investments
BridgePort Financial Solutions
Susquehanna International
Smart Portfolios
Insight Advisors, LLC/ PA
Jane Street
Citadel Advisors
Advisor Group Holdings
Bank Of Montreal
UBS Group
Aptus Capital Advisors

View all funds holding Litman Gregory Fds Tr Polen