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PCFI

Polen Floating Rate Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.1M
Osaic Holdings
2
Osaic Holdings
Arizona
$115K +$20.3K +893 +21%
UBS Group
3
UBS Group
Switzerland
$13.2K +$10.9K +480 +444%
WIM
4
WealthPlan Investment Management
Nebraska
-$211K -9,275 Closed