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PCLG
Polen Focus Growth ETF
PCLG
PCLG
22.57
USD
+0.16
0.71%
At close
Updated
Sep 11, 4:00 PM EDT
Pre-market
After hours
1 day
0.71%
5 days
-2.51%
1 month
-4.04%
3 months
2.03%
6 months
3.63%
Year to date
-7.65%
1 year
-9.83%
5 years
-9.83%
10 years
-9.83%
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 |
WANY
1
Wealthspire Advisors (New York)
New York
| $31.4M | -$14.9M | -666,241 | -30% |
|
| 2 |
FWM
2
Foguth Wealth Management
Brighton,
Michigan
| $12.8M | +$12.3M | +547,689 | New |
|
| 3 |
RCA
3
Riverview Capital Advisers
Boston,
Massachusetts
| $10.2M | – | – | – |
|
| 4 |
BH
4
Burk Holdings
Tulsa,
Oklahoma
| $487K | – | – | – |
|
| 5 |
5
Jane Street
New York
| $256K | +$94.4K | +4,209 | +51% |
|
| 6 |
6
Citadel Advisors
Miami,
Florida
| $239K | +$262K | +11,672 | New |
|
| 7 |
7
UBS Group
Zurich,
Switzerland
| $5.65K | +$314 | +14 | +5% |
|
| 8 |
ACA
8
American Capital Advisory
Ketchum,
Idaho
| $410 | – | – | – |
|
| 9 |
TA
9
Tectonic Advisors
Frisco,
Texas
| – | -$33.9M | -1,368,164 | Closed |
|
| 10 |
10
Mariner
Overland Park,
Kansas
| – | -$421K | -17,001 | Closed |
|
| 11 |
PFM
11
Patton Fund Management
Dallas,
Texas
| – | -$227K | -6,345 | Closed |
|