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Orion Portfolio Solutions’s Polen Capital International Growth ETF PCIG Stock Holding History

Orion Portfolio Solutions’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 		$481K Sell
52,361
-2,406
-4% -$23K ﹤0.01% 1446
2024
Q4 		$500K Sell
54,767
-404
-0.7% -$3.86K 0.01% 1353
2024
Q3 		$548K Sell
55,171
-734
-1% -$7.15K 0.01% 1305
2024
Q2 		$537K Buy
+55,905
New +$535K 0.01% 1250

Other funds holding PCIG

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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 $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BFS
BridgePort Financial Solutions Fairfield, Iowa $353M AUM 18.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $3.16B AUM 19.52% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its Polen Capital International Growth ETF (PCIG) stake by 4.4% in Q1 2025, selling an estimated $23K and leaving 52,361 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Orion Portfolio Solutions first reported a position in PCIG in Q2 2024 and has held it in 4 quarters since. The position peaked at $548K in Q3 2024. 14 funds tracked by Wall St. Rank hold PCIG as of Q1 2025.

  • Orion Portfolio Solutions held 52,361 shares of Polen Capital International Growth ETF worth $481K as of Q1 2025.
  • Orion Portfolio Solutions sold 2,406 Polen Capital International Growth ETF shares in Q1 2025, an estimated $23K.
  • Polen Capital International Growth ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1446 holding.
  • Orion Portfolio Solutions first reported a position in Polen Capital International Growth ETF in Q2 2024 and has held it in 4 quarters since.
  • Orion Portfolio Solutions's Polen Capital International Growth ETF position peaked at $548K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Polen Capital International Growth ETF as of Q1 2025.

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