Burk Holdings’s Polen Focus Growth ETF PCLG Stock Holding History

Burk Holdings’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 Q1	$487K	Hold	23,824	–	–	0.21%	51
2025 Q4	$590K	Buy	+23,824	New	+$595K	0.28%	49

Other funds holding PCLG

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

RCA

Riverview Capital Advisers Boston, Massachusetts $300M AUM 10.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACA

American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

Burk Holdings's PCLG Position: Q1 2026 in Review

Burk Holdings held its Polen Focus Growth ETF (PCLG) position steady in Q1 2026 at 23,824 shares worth $487K. The position accounts for 0.21% of the portfolio, ranked #51.

Burk Holdings first reported a position in PCLG in Q4 2025 and has held it in 2 quarters since. The position peaked at $590K in Q4 2025. 8 funds tracked by Wall St. Rank hold PCLG as of Q1 2026.

Burk Holdings held 23,824 shares of Polen Focus Growth ETF worth $487K as of Q1 2026.
Burk Holdings left its Polen Focus Growth ETF share count unchanged in Q1 2026.
Polen Focus Growth ETF made up 0.21% of Burk Holdings's portfolio in Q1 2026, its #51 holding.
Burk Holdings first reported a position in Polen Focus Growth ETF in Q4 2025 and has held it in 2 quarters since.
Burk Holdings's Polen Focus Growth ETF position peaked at $590K in Q4 2025.
8 funds tracked by Wall St. Rank held Polen Focus Growth ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.