Polen Credit Opportunities Fund - Common Shares

Historical Holders

CUSIP
73110T100
Type / Class
Equity / Common Shares
Shares outstanding
3.87M

Significant Owners of Polen Credit Opportunities Fund - Common Shares

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BREAZZANO DAVID J 23.59% 913K David J. Breazzano Dec 31, 2024
Damon A. Ficklin Revocable Trust U/A DTD 12/30/2019 14.89% 576K Damon A. Ficklin Revocable Trust U/A DTD 12/30/2019 Dec 31, 2024
Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 14.77% 572K Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 Dec 31, 2024
Daniel A. Davidowitz Revocable Trust U/A dated 2/2/22 7.44% 288K Daniel A. Davidowitz Revocable Trust U/A DTD 2/2/22 Dec 31, 2024
MCKIBBEN CRAIG L 6.67% 258K Craig L. McKibben Dec 31, 2024
POLEN CAPITAL MANAGEMENT LLC 5.6% 217K POLEN CAPITAL MANAGEMENT, LLC Dec 31, 2024