Belpointe Asset Management’s Polen Focus Growth ETF PCLG Stock Holding History

Belpointe Asset Management’s Portfolio PCLG Stock Details PCLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$274K	Buy	+12,048	New	+$272K	0.01%	950

Other funds holding PCLG

Burk Holdings Tulsa, Oklahoma $289M AUM 16.51% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Birch Financial Group Keene, New Hampshire $214M AUM 13.15% 1-Year Est. Return

American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return

Belpointe Asset Management's PCLG Position: Q3 2026 in Review

Belpointe Asset Management opened a new position in Polen Focus Growth ETF (PCLG) in Q3 2026: 12,048 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #950 among its holdings.

6 funds tracked by Wall St. Rank hold PCLG as of Q3 2026.

Belpointe Asset Management held 12,048 shares of Polen Focus Growth ETF worth $274K as of Q3 2026.
Polen Focus Growth ETF was a new Belpointe Asset Management position in Q3 2026.
Polen Focus Growth ETF made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #950 holding.
6 funds tracked by Wall St. Rank held Polen Focus Growth ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.