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

AE Wealth Management’s Portfolio PCGG Stock Details PCGG Fund Activity

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

Other funds holding PCGG

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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. 6 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.
6 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.