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
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 $1.34B AUM 12.81% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM
DA
Dash Acquisitions Woodland Hills, California $480M AUM 4.07% 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 $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings's PCHI Position: Q1 2026 in Review

Osaic Holdings increased its Polen High Income ETF (PCHI) stake by 65% in Q1 2026, buying an estimated $61.9K and bringing the position to 6,312 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #4360.

Osaic Holdings first reported a position in PCHI in Q4 2025 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold PCHI as of Q1 2026.

  • Osaic Holdings held 6,312 shares of Polen High Income ETF worth $154K as of Q1 2026.
  • Osaic Holdings bought 2,487 Polen High Income ETF shares in Q1 2026, an estimated $61.9K.
  • Polen High Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4360 holding.
  • Osaic Holdings first reported a position in Polen High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 6 funds tracked by Wall St. Rank held Polen High Income ETF as of Q1 2026.

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