Wealthspire Advisors (New York)’s Polen Focus Growth ETF PCLG Stock Holding History

Wealthspire Advisors (New York)’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	$26.5M	Sell	1,220,295 -313,635	-20%	-$6.95M	0.15%	100
2026 Q1	$31.4M	Sell	1,533,930 -666,241	-30%	-$14.9M	0.25%	62
2025 Q4	$54.5M	Buy	2,200,171 +2,179,093	+10,338%	+$54.4M	0.43%	45
2025 Q3	$528K	Buy	+21,078	New	+$528K	﹤0.01%	520

Other funds holding PCLG

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

Wealthspire Advisors (New York)'s PCLG Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Polen Focus Growth ETF (PCLG) stake by 20% in Q2 2026, selling an estimated $6.95M and leaving 1,220,295 shares worth $26.5M. The position accounts for 0.15% of the portfolio, ranked #100.

Wealthspire Advisors (New York) first reported a position in PCLG in Q3 2025 and has held it in 4 quarters since. The position peaked at $54.5M in Q4 2025. 8 funds tracked by Wall St. Rank hold PCLG as of Q2 2026.

Wealthspire Advisors (New York) held 1,220,295 shares of Polen Focus Growth ETF worth $26.5M as of Q2 2026.
Wealthspire Advisors (New York) sold 313,635 Polen Focus Growth ETF shares in Q2 2026, an estimated $6.95M.
Polen Focus Growth ETF made up 0.15% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #100 holding.
Wealthspire Advisors (New York) first reported a position in Polen Focus Growth ETF in Q3 2025 and has held it in 4 quarters since.
Wealthspire Advisors (New York)'s Polen Focus Growth ETF position peaked at $54.5M in Q4 2025.
8 funds tracked by Wall St. Rank held Polen Focus Growth ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.