WealthPLAN Partners’s Polen Floating Rate Income ETF PCFI Stock Holding History

WealthPLAN Partners’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 Q1	–	Sell	-14,478	Closed	-$342K	–	287
2025 Q4	$342K	Buy	+14,478	New	+$346K	0.05%	225

Other funds holding PCFI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthPLAN Partners's PCFI Position: Q1 2026 in Review

WealthPLAN Partners sold out of Polen Floating Rate Income ETF (PCFI) in Q1 2026, closing a stake of 14,478 shares — an estimated $342K sold.

WealthPLAN Partners first reported a position in PCFI in Q4 2025 and held it in 1 quarter. The position peaked at $342K in Q4 2025. 4 funds tracked by Wall St. Rank hold PCFI as of Q1 2026.

WealthPLAN Partners reported no remaining Polen Floating Rate Income ETF position as of Q1 2026 after selling out during the quarter.
WealthPLAN Partners sold 14,478 Polen Floating Rate Income ETF shares in Q1 2026, an estimated $342K.
WealthPLAN Partners first reported a position in Polen Floating Rate Income ETF in Q4 2025 and held it in 1 quarter.
WealthPLAN Partners's Polen Floating Rate Income ETF position peaked at $342K in Q4 2025.
4 funds tracked by Wall St. Rank held Polen Floating Rate Income ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.