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Polen Floating Rate Income ETF
PCFI
PCFI
22.17
USD
-0.13
0.58%
At close
Updated
Oct 30, 4:00 PM EDT
Pre-market
After hours
1 day
-0.58%
5 days
-0.23%
1 month
-1.38%
3 months
-1.6%
6 months
-3.73%
Year to date
-6.18%
1 year
-8.43%
5 years
-11.57%
10 years
-11.57%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Bank of America
Charlotte,
North Carolina
| $2.1M | – | – | – |
|
| 2 |
2
Osaic Holdings
Scottsdale,
Arizona
| $115K | +$20.3K | +893 | +21% |
|
| 3 |
3
UBS Group
Zurich,
Switzerland
| $13.2K | +$10.9K | +480 | +444% |
|
| 4 |
4
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$211K | -9,275 | Closed |
|