OP
PCGG

ORG Partners’s Polen Capital Global Growth ETF PCGG Stock Holding History

ORG Partners’s Portfolio PCGG Stock Details PCGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25,477
Closed -$300K – 1546
2024
Q4 		$300K Buy
25,477
+661
+3% +$7.8K 0.04% 258
2024
Q3 		$285K Buy
24,816
+2,250
+10% +$25.2K 0.05% 238
2024
Q2 		$251K Buy
+22,566
New +$247K 0.03% 366

Other funds holding PCGG

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DA
Dash Acquisitions Woodland Hills, California $494M AUM 2.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

ORG Partners's PCGG Position: Q1 2025 in Review

ORG Partners sold out of Polen Capital Global Growth ETF (PCGG) in Q1 2025, closing a stake of 25,477 shares — an estimated $300K sold.

ORG Partners first reported a position in PCGG in Q2 2024 and held it in 3 quarters. The position peaked at $300K in Q4 2024. 11 funds tracked by Wall St. Rank hold PCGG as of Q1 2025.

  • ORG Partners reported no remaining Polen Capital Global Growth ETF position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 25,477 Polen Capital Global Growth ETF shares in Q1 2025, an estimated $300K.
  • ORG Partners first reported a position in Polen Capital Global Growth ETF in Q2 2024 and held it in 3 quarters.
  • ORG Partners's Polen Capital Global Growth ETF position peaked at $300K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Polen Capital Global Growth ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.