POLEN GROWTH FUND - INS's ticker is and the CUSIP is 360873657. A total of 3 filers reported holding POLEN GROWTH FUND - INS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $859,468 | -3.7% | 23,216 | -0.2% | 0.29% | -1.4% |
| Q2 2023 | $892,515 | +10.5% | 23,255 | 0.0% | 0.29% | +5.5% |
| Q1 2023 | $807,868 | +14.1% | 23,255 | 0.0% | 0.28% | +6.6% |
| Q4 2022 | $708,337 | -6.1% | 23,255 | +4.2% | 0.26% | -10.1% |
| Q3 2022 | $754,000 | -12.1% | 22,307 | -7.0% | 0.29% | -5.3% |
| Q2 2022 | $858,000 | -24.5% | 23,986 | -0.6% | 0.30% | +5.6% |
| Q1 2022 | $1,137,000 | -11.2% | 24,136 | +2.7% | 0.29% | -8.0% |
| Q4 2021 | $1,281,000 | -1.2% | 23,495 | -2.1% | 0.31% | -7.7% |
| Q3 2021 | $1,296,000 | -1.4% | 24,010 | -3.8% | 0.34% | +4.6% |
| Q2 2021 | $1,314,000 | +7.7% | 24,962 | +1.0% | 0.32% | +3.9% |
| Q1 2021 | $1,220,000 | – | 24,722 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ENCOMPASS WEALTH ADVISORS, LLC | 24,136 | $1,137,000 | 0.29% |
| ENTERPRISE FINANCIAL SERVICES CORP | 21,783 | $1,026,000 | 0.17% |
| Almanack Investment Partners, LLC. | 6,871 | $324,000 | 0.03% |