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PCHI

Polen High Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
4WM
1
49 Wealth Management
Texas
$2.5M -$11.3M -462,074 -82%
A
2
Alongside
Texas
$2.5M +$2.52M +102,524 New
DA
3
Dash Acquisitions
California
$1.11M +$69.7K +2,842 +7%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$400K +$402K +16,403 New
Osaic Holdings
5
Osaic Holdings
Arizona
$245K +$91.6K +3,732 +59%
Jane Street
6
Jane Street
New York
$239K +$241K +9,803 New
FFA
7
Farther Finance Advisors
California
$25.7K -$22.1K -899 -46%
UBS Group
8
UBS Group
Switzerland
$13.4K +$13.4K +548 +13,700%
FAL
9
Focused Alpha LLC
Colorado
-$4.87M -200,000 Closed