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Kozak & Associates’s Polen Capital International Growth ETF PCIG Stock Holding History

Kozak & Associates’s Portfolio PCIG Stock Details PCIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,170
Closed -$10.7K – 471
2024
Q4 		$10.7K Buy
+1,170
New +$11.2K ﹤0.01% 234

Other funds holding PCIG

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BFS
BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

Kozak & Associates sold out of Polen Capital International Growth ETF (PCIG) in Q1 2025, closing a stake of 1,170 shares — an estimated $10.7K sold.

Kozak & Associates first reported a position in PCIG in Q4 2024 and held it in 1 quarter. The position peaked at $10.7K in Q4 2024. 14 funds tracked by Wall St. Rank hold PCIG as of Q1 2025.

  • Kozak & Associates reported no remaining Polen Capital International Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Kozak & Associates sold 1,170 Polen Capital International Growth ETF shares in Q1 2025, an estimated $10.7K.
  • Kozak & Associates first reported a position in Polen Capital International Growth ETF in Q4 2024 and held it in 1 quarter.
  • Kozak & Associates's Polen Capital International Growth ETF position peaked at $10.7K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Polen Capital International Growth ETF as of Q1 2025.

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