Focused Alpha LLC’s Polen High Income ETF PCHI Stock Holding History

Focused Alpha LLC’s Portfolio PCHI Stock Details PCHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-200,000	Closed	-$4.87M	–	290
2026 Q1	$4.87M	Hold	200,000	–	–	1.51%	18
2025 Q4	$5M	Buy	+200,000	New	+$5.02M	1.47%	18

Other funds holding PCHI

49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return

Alongside Austin, Texas $525M AUM

Dash Acquisitions Woodland Hills, California $494M AUM 2.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focused Alpha LLC's PCHI Position: Q2 2026 in Review

Focused Alpha LLC sold out of Polen High Income ETF (PCHI) in Q2 2026, closing a stake of 200,000 shares — an estimated $4.87M sold.

Focused Alpha LLC first reported a position in PCHI in Q4 2025 and held it in 2 quarters. The position peaked at $5M in Q4 2025. 8 funds tracked by Wall St. Rank hold PCHI as of Q2 2026.

Focused Alpha LLC reported no remaining Polen High Income ETF position as of Q2 2026 after selling out during the quarter.
Focused Alpha LLC sold 200,000 Polen High Income ETF shares in Q2 2026, an estimated $4.87M.
Focused Alpha LLC first reported a position in Polen High Income ETF in Q4 2025 and held it in 2 quarters.
Focused Alpha LLC's Polen High Income ETF position peaked at $5M in Q4 2025.
8 funds tracked by Wall St. Rank held Polen High Income ETF as of Q2 2026.

Based on Focused Alpha LLC's 13F filing for Q2 2026, filed 7 Aug 2026.