Osaic Holdings
PCHI

Osaic Holdings’s Polen High Income ETF PCHI Stock Holding History

Osaic Holdings’s Portfolio PCHI Stock Details PCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245K Buy
10,044
+3,732
+59% +$91.6K ﹤0.01% 4261
2026
Q1 		$154K Buy
6,312
+2,487
+65% +$61.9K ﹤0.01% 4360
2025
Q4 		$95.6K Buy
+3,825
New +$96K ﹤0.01% 4751

Other funds holding PCHI

4WM
49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return
A
Alongside Austin, Texas $525M AUM
DA
Dash Acquisitions Woodland Hills, California $494M AUM 2.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings's PCHI Position: Q2 2026 in Review

Osaic Holdings increased its Polen High Income ETF (PCHI) stake by 59% in Q2 2026, buying an estimated $91.6K and bringing the position to 10,044 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #4261.

Osaic Holdings first reported a position in PCHI in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold PCHI as of Q2 2026.

  • Osaic Holdings held 10,044 shares of Polen High Income ETF worth $245K as of Q2 2026.
  • Osaic Holdings bought 3,732 Polen High Income ETF shares in Q2 2026, an estimated $91.6K.
  • Polen High Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4261 holding.
  • Osaic Holdings first reported a position in Polen High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Polen High Income ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.