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A&I Financial Services’s Polen Capital International Growth ETF PCIG Stock Holding History

A&I Financial Services’s Portfolio PCIG Stock Details PCIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24M Sell
140,638
-2,615
-2% -$22.1K 0.54% 24
2026
Q1 		$1.14M Buy
143,253
+15,747
+12% +$139K 0.54% 26
2025
Q4 		$1.16M Buy
127,506
+6,025
+5% +$55.8K 0.55% 26
2025
Q3 		$1.14M Buy
121,481
+5,052
+4% +$47.7K 0.56% 25
2025
Q2 		$1.15M Buy
116,429
+6,923
+6% +$65.2K 0.65% 23
2025
Q1 		$1.01M Buy
109,506
+9,252
+9% +$88.6K 0.68% 22
2024
Q4 		$915K Buy
+100,254
New +$958K 0.89% 20

Other funds holding PCIG

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFS
BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

A&I Financial Services's PCIG Position: Q2 2026 in Review

A&I Financial Services reduced its Polen Capital International Growth ETF (PCIG) stake by 1.8% in Q2 2026, selling an estimated $22.1K and leaving 140,638 shares worth $1.24M. The position accounts for 0.54% of the portfolio, ranked #24.

A&I Financial Services first reported a position in PCIG in Q4 2024 and has held it in 7 quarters since. 5 funds tracked by Wall St. Rank hold PCIG as of Q2 2026.

  • A&I Financial Services held 140,638 shares of Polen Capital International Growth ETF worth $1.24M as of Q2 2026.
  • A&I Financial Services sold 2,615 Polen Capital International Growth ETF shares in Q2 2026, an estimated $22.1K.
  • Polen Capital International Growth ETF made up 0.54% of A&I Financial Services's portfolio in Q2 2026, its #24 holding.
  • A&I Financial Services first reported a position in Polen Capital International Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 5 funds tracked by Wall St. Rank held Polen Capital International Growth ETF as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.