UBS Group’s Polen Focus Growth ETF PCLG Stock Holding History

UBS Group’s Portfolio PCLG Stock Details PCLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-276	Closed	-$5.65K	–	11528
2026 Q1	$5.65K	Buy	276 +14	+5%	+$314	﹤0.01%	8759
2025 Q4	$6.48K	Buy	+262	New	+$6.54K	﹤0.01%	8550

Other funds holding PCLG

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

RCA

Riverview Capital Advisers Boston, Massachusetts $349M AUM 33.11% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Burk Holdings Tulsa, Oklahoma $271M AUM 24.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

ACA

American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

UBS Group's PCLG Position: Q2 2026 in Review

UBS Group sold out of Polen Focus Growth ETF (PCLG) in Q2 2026, closing a stake of 276 shares — an estimated $5.65K sold.

UBS Group first reported a position in PCLG in Q4 2025 and held it in 2 quarters. The position peaked at $6.48K in Q4 2025. 8 funds tracked by Wall St. Rank hold PCLG as of Q2 2026.

UBS Group reported no remaining Polen Focus Growth ETF position as of Q2 2026 after selling out during the quarter.
UBS Group sold 276 Polen Focus Growth ETF shares in Q2 2026, an estimated $5.65K.
UBS Group first reported a position in Polen Focus Growth ETF in Q4 2025 and held it in 2 quarters.
UBS Group's Polen Focus Growth ETF position peaked at $6.48K in Q4 2025.
8 funds tracked by Wall St. Rank held Polen Focus Growth ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.