Osaic Holdings’s Polen Floating Rate Income ETF PCFI Stock Holding History

Osaic Holdings’s Portfolio PCFI Stock Details PCFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$96.4K	Buy	4,243 +1,574	+59%	+$36.7K	﹤0.01%	4718
2025 Q4	$63.1K	Buy	+2,669	New	+$63.9K	﹤0.01%	5078

Other funds holding PCFI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings's PCFI Position: Q1 2026 in Review

Osaic Holdings increased its Polen Floating Rate Income ETF (PCFI) stake by 59% in Q1 2026, buying an estimated $36.7K and bringing the position to 4,243 shares worth $96.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4718.

Osaic Holdings first reported a position in PCFI in Q4 2025 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold PCFI as of Q1 2026.

Osaic Holdings held 4,243 shares of Polen Floating Rate Income ETF worth $96.4K as of Q1 2026.
Osaic Holdings bought 1,574 Polen Floating Rate Income ETF shares in Q1 2026, an estimated $36.7K.
Polen Floating Rate Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4718 holding.
Osaic Holdings first reported a position in Polen Floating Rate Income ETF in Q4 2025 and has held it in 2 quarters since.
4 funds tracked by Wall St. Rank held Polen Floating Rate Income ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.