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PCFI
Polen Floating Rate Income ETF
PCFI
PCFI
22.63
USD
+0.15
0.67%
At close
Updated
Sep 15, 12:09 PM EDT
Pre-market
After hours
1 day
0.67%
5 days
0.98%
1 month
0.8%
3 months
-0.53%
6 months
-1.44%
Year to date
-4.23%
1 year
-7.67%
5 years
-9.73%
10 years
-9.73%
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
| $2.12M | – | – | – |
|
| 2 |
WIM
2
WealthPlan Investment Management
Omaha,
Nebraska
| $211K | +$216K | +9,275 | New |
|
| 3 |
3
Osaic Holdings
Scottsdale,
Arizona
| $96.4K | +$36.7K | +1,574 | +59% |
|
| 4 |
4
UBS Group
Zurich,
Switzerland
| $2.45K | +$2.52K | +108 | New |
|
| 5 |
5
Jane Street
New York
| – | -$1.33M | -56,135 | Closed |
|
| 6 |
WP
6
WealthPLAN Partners
Omaha,
Nebraska
| – | -$342K | -14,478 | Closed |
|
| 7 |
FFA
7
Farther Finance Advisors
San Francisco,
California
| – | -$8.27K | -350 | Closed |
|