Farther Finance Advisors’s Polen Floating Rate Income ETF PCFI Stock Holding History

Farther Finance Advisors’s Portfolio PCFI Stock Details PCFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-350	Closed	-$8.27K	–	5939
2025 Q4	$8.27K	Sell	350 -2,984	-90%	-$71.4K	﹤0.01%	4035
2025 Q3	$80.9K	Buy	3,334 +491	+17%	+$12.1K	﹤0.01%	2163
2025 Q2	$70.1K	Buy	+2,843	New	+$70.3K	﹤0.01%	1956

Other funds holding PCFI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Farther Finance Advisors's PCFI Position: Q1 2026 in Review

Farther Finance Advisors sold out of Polen Floating Rate Income ETF (PCFI) in Q1 2026, closing a stake of 350 shares — an estimated $8.27K sold.

Farther Finance Advisors first reported a position in PCFI in Q2 2025 and held it in 3 quarters. The position peaked at $80.9K in Q3 2025. 4 funds tracked by Wall St. Rank hold PCFI as of Q1 2026.

Farther Finance Advisors reported no remaining Polen Floating Rate Income ETF position as of Q1 2026 after selling out during the quarter.
Farther Finance Advisors sold 350 Polen Floating Rate Income ETF shares in Q1 2026, an estimated $8.27K.
Farther Finance Advisors first reported a position in Polen Floating Rate Income ETF in Q2 2025 and held it in 3 quarters.
Farther Finance Advisors's Polen Floating Rate Income ETF position peaked at $80.9K in Q3 2025.
4 funds tracked by Wall St. Rank held Polen Floating Rate Income ETF as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.