Orion Portfolio Solutions’s Polen Capital China Growth ETF PCCE Stock Holding History

Orion Portfolio Solutions’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	$301K	Sell	24,957 -1,419	-5%	-$16.4K	﹤0.01%	1628
2024 Q4	$287K	Sell	26,376 -201	-0.8%	-$2.34K	﹤0.01%	1584
2024 Q3	$320K	Sell	26,577 -200	-0.7%	-$1.97K	﹤0.01%	1503
2024 Q2	$270K	Buy	+26,777	New	+$279K	﹤0.01%	1500

Other funds holding PCCE

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

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

Orion Portfolio Solutions's PCCE Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Polen Capital China Growth ETF (PCCE) stake by 5.4% in Q1 2025, selling an estimated $16.4K and leaving 24,957 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Orion Portfolio Solutions first reported a position in PCCE in Q2 2024 and has held it in 4 quarters since. The position peaked at $320K in Q3 2024. 4 funds tracked by Wall St. Rank hold PCCE as of Q1 2025.

Orion Portfolio Solutions held 24,957 shares of Polen Capital China Growth ETF worth $301K as of Q1 2025.
Orion Portfolio Solutions sold 1,419 Polen Capital China Growth ETF shares in Q1 2025, an estimated $16.4K.
Polen Capital China Growth ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1628 holding.
Orion Portfolio Solutions first reported a position in Polen Capital China Growth ETF in Q2 2024 and has held it in 4 quarters since.
Orion Portfolio Solutions's Polen Capital China Growth ETF position peaked at $320K in Q3 2024.
4 funds tracked by Wall St. Rank held Polen Capital China Growth ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.