Osaic Holdings’s Polen Capital Global Growth ETF PCGG Stock Holding History

Osaic Holdings’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 Q3	–	Sell	-438	Closed	-$5.24K	–	7974
2025 Q2	$5.24K	Buy	+438	New	+$4.98K	﹤0.01%	6518
2024 Q2	–	Sell	-668	Closed	-$7.56K	–	7563
2024 Q1	$7.56K	Buy	+668	New	+$7.34K	﹤0.01%	5903

Other funds holding PCGG

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Dash Acquisitions Woodland Hills, California $480M AUM 4.07% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings's PCGG Position: Q3 2025 in Review

Osaic Holdings sold out of Polen Capital Global Growth ETF (PCGG) in Q3 2025, closing a stake of 438 shares — an estimated $5.24K sold.

Osaic Holdings first reported a position in PCGG in Q1 2024 and held it in 2 quarters. The position peaked at $7.56K in Q1 2024. 11 funds tracked by Wall St. Rank hold PCGG as of Q3 2025.

Osaic Holdings reported no remaining Polen Capital Global Growth ETF position as of Q3 2025 after selling out during the quarter.
Osaic Holdings sold 438 Polen Capital Global Growth ETF shares in Q3 2025, an estimated $5.24K.
Osaic Holdings first reported a position in Polen Capital Global Growth ETF in Q1 2024 and held it in 2 quarters.
Osaic Holdings's Polen Capital Global Growth ETF position peaked at $7.56K in Q1 2024.
11 funds tracked by Wall St. Rank held Polen Capital Global Growth ETF as of Q3 2025.

Based on Osaic Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.