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Polen Growth Fund - Ins shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Polen Growth Fund - Ins (POLIX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Polen Growth Fund - Ins

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Quarterly reported holdings in Polen Growth Fund - Ins by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $881k 19k 47.07
2024-06-30 $856k 19k 45.75
2024-03-31 $1.1M 23k 45.86
2023-09-30 $860k 23k 37.02
2023-06-30 $893k 23k 38.38
2023-03-31 $808k 23k 34.74
2022-12-31 $708k 23k 30.46
2022-09-30 $754k 22k 33.80
2022-06-30 $858k 24k 35.77
2022-03-31 $1.1M 24k 47.11
2021-12-31 $1.3M 24k 54.52
2021-09-30 $1.3M 24k 53.98
2021-06-30 $1.3M 25k 52.64
2021-03-31 $1.2M 25k 49.35

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding Polen Growth Fund - Ins

Encompass Wealth Advisors
Eagle Bay Advisors
Tucker Asset Management

View all funds holding Polen Growth Fund - Ins