AE Wealth Management’s Polen Capital Global Growth ETF PCGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-525
Closed -$5.27K 2748
2026
Q1
$5.27K Hold
525
﹤0.01% 2363
2025
Q4
$6.28K Hold
525
﹤0.01% 2199
2025
Q3
$6.45K Hold
525
﹤0.01% 2039
2025
Q2
$6.28K Hold
525
﹤0.01% 1931
2025
Q1
$5.84K Buy
+525
New +$6.23K ﹤0.01% 1922

AE Wealth Management's PCGG Position: Q2 2026 in Review

AE Wealth Management sold out of Polen Capital Global Growth ETF (PCGG) in Q2 2026, closing a stake of 525 shares — an estimated $5.27K sold.

AE Wealth Management first reported a position in PCGG in Q1 2025 and held it in 5 quarters. The position peaked at $6.45K in Q3 2025. 0 funds tracked by Wall St. Rank hold PCGG as of Q2 2026.

  • AE Wealth Management reported no remaining Polen Capital Global Growth ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 525 Polen Capital Global Growth ETF shares in Q2 2026, an estimated $5.27K.
  • AE Wealth Management first reported a position in Polen Capital Global Growth ETF in Q1 2025 and held it in 5 quarters.
  • AE Wealth Management's Polen Capital Global Growth ETF position peaked at $6.45K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held Polen Capital Global Growth ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.