Farther Finance Advisors’s Polen High Income ETF PCHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$25.7K Sell
1,054
-899
-46% -$22.1K ﹤0.01% 3787
2026
Q1
$47.8K Sell
1,953
-1,272
-39% -$31.7K ﹤0.01% 3024
2025
Q4
$80.6K Sell
3,225
-1,750
-35% -$43.9K ﹤0.01% 2480
2025
Q3
$126K Buy
4,975
+1,000
+25% +$25.4K ﹤0.01% 1887
2025
Q2
$102K Buy
+3,975
New +$99.8K ﹤0.01% 1755

Farther Finance Advisors's PCHI Position: Q2 2026 in Review

Farther Finance Advisors reduced its Polen High Income ETF (PCHI) stake by 46% in Q2 2026, selling an estimated $22.1K and leaving 1,054 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3787.

Farther Finance Advisors first reported a position in PCHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $126K in Q3 2025. 1 fund tracked by Wall St. Rank holds PCHI as of Q2 2026.

  • Farther Finance Advisors held 1,054 shares of Polen High Income ETF worth $25.7K as of Q2 2026.
  • Farther Finance Advisors sold 899 Polen High Income ETF shares in Q2 2026, an estimated $22.1K.
  • Polen High Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3787 holding.
  • Farther Finance Advisors first reported a position in Polen High Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's Polen High Income ETF position peaked at $126K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Polen High Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.