KA
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Kozak & Associates’s Polen Capital China Growth ETF PCCE Stock Holding History

Kozak & Associates’s Portfolio PCCE Stock Details PCCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-488
Closed -$5.25K – 470
2024
Q4 		$5.25K Buy
+488
New +$5.69K ﹤0.01% 291

Other funds holding PCCE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kozak & Associates's PCCE Position: Q1 2025 in Review

Kozak & Associates sold out of Polen Capital China Growth ETF (PCCE) in Q1 2025, closing a stake of 488 shares — an estimated $5.25K sold.

Kozak & Associates first reported a position in PCCE in Q4 2024 and held it in 1 quarter. The position peaked at $5.25K in Q4 2024. 4 funds tracked by Wall St. Rank hold PCCE as of Q1 2025.

  • Kozak & Associates reported no remaining Polen Capital China Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Kozak & Associates sold 488 Polen Capital China Growth ETF shares in Q1 2025, an estimated $5.25K.
  • Kozak & Associates first reported a position in Polen Capital China Growth ETF in Q4 2024 and held it in 1 quarter.
  • Kozak & Associates's Polen Capital China Growth ETF position peaked at $5.25K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Polen Capital China Growth ETF as of Q1 2025.

Based on Kozak & Associates's 13F filing for Q1 2025, filed 15 Apr 2025.