BH
PCLG

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
Q2 		$336K Sell
15,445
-8,379
-35% -$186K 0.12% 61
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 $18.2B AUM 21.48% 1-Year Est. Return
RCA
Riverview Capital Advisers Boston, Massachusetts $349M AUM 33.11% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

Burk Holdings's PCLG Position: Q2 2026 in Review

Burk Holdings reduced its Polen Focus Growth ETF (PCLG) stake by 35% in Q2 2026, selling an estimated $186K and leaving 15,445 shares worth $336K. The position accounts for 0.12% of the portfolio, ranked #61.

Burk Holdings first reported a position in PCLG in Q4 2025 and has held it in 3 quarters since. The position peaked at $590K in Q4 2025. 8 funds tracked by Wall St. Rank hold PCLG as of Q2 2026.

  • Burk Holdings held 15,445 shares of Polen Focus Growth ETF worth $336K as of Q2 2026.
  • Burk Holdings sold 8,379 Polen Focus Growth ETF shares in Q2 2026, an estimated $186K.
  • Polen Focus Growth ETF made up 0.12% of Burk Holdings's portfolio in Q2 2026, its #61 holding.
  • Burk Holdings first reported a position in Polen Focus Growth ETF in Q4 2025 and has held it in 3 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 Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.