49 Wealth Management’s Polen High Income ETF PCHI Stock Holding History

49 Wealth Management’s Portfolio PCHI Stock Details PCHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.5M	Sell	102,524 -462,074	-82%	-$11.3M	0.48%	49
2026 Q1	$13.8M	Buy	564,598 +10,073	+2%	+$251K	1.03%	16
2025 Q4	$13.9M	Buy	554,525 +6,335	+1%	+$159K	1.13%	16
2025 Q3	$13.9M	Buy	548,190 +10,697	+2%	+$272K	1.31%	16
2025 Q2	$13.8M	Buy	+537,493	New	+$13.5M	1.46%	15

Other funds holding PCHI

Alongside Austin, Texas $525M AUM

Dash Acquisitions Woodland Hills, California $494M AUM 2.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

49 Wealth Management's PCHI Position: Q2 2026 in Review

49 Wealth Management reduced its Polen High Income ETF (PCHI) stake by 82% in Q2 2026, selling an estimated $11.3M and leaving 102,524 shares worth $2.5M. The position accounts for 0.48% of the portfolio, ranked #49.

49 Wealth Management first reported a position in PCHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.9M in Q3 2025. 8 funds tracked by Wall St. Rank hold PCHI as of Q2 2026.

49 Wealth Management held 102,524 shares of Polen High Income ETF worth $2.5M as of Q2 2026.
49 Wealth Management sold 462,074 Polen High Income ETF shares in Q2 2026, an estimated $11.3M.
Polen High Income ETF made up 0.48% of 49 Wealth Management's portfolio in Q2 2026, its #49 holding.
49 Wealth Management first reported a position in Polen High Income ETF in Q2 2025 and has held it in 5 quarters since.
49 Wealth Management's Polen High Income ETF position peaked at $13.9M in Q3 2025.
8 funds tracked by Wall St. Rank held Polen High Income ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.