WealthPlan Investment Management’s Polen Floating Rate Income ETF PCFI Stock Holding History

WealthPlan Investment Management’s Portfolio PCFI Stock Details PCFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9,275	Closed	-$211K	–	502
2026 Q1	$211K	Buy	+9,275	New	+$216K	0.01%	442

WealthPlan Investment Management's PCFI Position: Q2 2026 in Review

WealthPlan Investment Management sold out of Polen Floating Rate Income ETF (PCFI) in Q2 2026, closing a stake of 9,275 shares — an estimated $211K sold.

WealthPlan Investment Management first reported a position in PCFI in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 0 funds tracked by Wall St. Rank hold PCFI as of Q2 2026.

WealthPlan Investment Management reported no remaining Polen Floating Rate Income ETF position as of Q2 2026 after selling out during the quarter.
WealthPlan Investment Management sold 9,275 Polen Floating Rate Income ETF shares in Q2 2026, an estimated $211K.
WealthPlan Investment Management first reported a position in Polen Floating Rate Income ETF in Q1 2026 and held it in 1 quarter.
WealthPlan Investment Management's Polen Floating Rate Income ETF position peaked at $211K in Q1 2026.
0 funds tracked by Wall St. Rank held Polen Floating Rate Income ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.