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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
$2.12M
WIM
2
WealthPlan Investment Management
Nebraska
$211K +$216K +9,275 New
Osaic Holdings
3
Osaic Holdings
Arizona
$96.4K +$36.7K +1,574 +59%
UBS Group
4
UBS Group
Switzerland
$2.45K +$2.52K +108 New
Jane Street
5
Jane Street
New York
-$1.33M -56,135 Closed
WP
6
WealthPLAN Partners
Nebraska
-$342K -14,478 Closed
FFA
7
Farther Finance Advisors
California
-$8.27K -350 Closed