Osaic Holdings
PCGG

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 $7.39B AUM 20.5% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
DA
Dash Acquisitions Woodland Hills, California $494M AUM 2.77% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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.