Polen High Income ETF
FundVantage Trust
ETF

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Oct 31, 2025 → Jan 30, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
APLD COMPUTECO LLC SR SECURED 144A 12/30 9.25 0 220,000 220,000 1.04% $228.79K
CIPHER COMPUTE LLC SR SECURED 144A 11/30 7.125 0 215,000 215,000 1.01% $221.82K
NATL MENTOR HLDG 0 180,000 180,000 0.85% $186.17K
LNW 6.25 10/01/33 144A 0 165,000 165,000 0.76% $167.14K
ASURION LLC/CO 0 135,000 135,000 0.62% $136.34K
RCM 6.875 11/15/31 144A 0 95,000 95,000 0.43% $95.25K
WAYFAIR LLC SR SECURED 144A 11/32 6.75 0 65,000 65,000 0.31% $67.23K
SUNOCO LP SR UNSECURED 144A 05/30 4.625 0 65,000 65,000 0.29% $63.42K
HUNTSMAN INTL LLC 5.7% 10/15/2034 0 50,000 50,000 0.21% $46.78K
LSF12 HELIX PARENT LLC SR SECURED 144A 02/33 7.125 0 40,000 40,000 0.18% $40.27K
Venture Global LNG, Inc. 0 25,000 25,000 0.12% $26.45K
MOLINA HEALTHCARE INC SR UNSECURED 144A 02/31 6.5 0 25,000 25,000 0.12% $25.65K
Venture Global Plaquemines LNG, LLC 0 15,000 15,000 0.07% $15.72K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
CONCENTRA HEALTH SERVICES INC COMPANY GUAR 144A 07/32 6.875 280,000 0 -280,000 0.00% -$292.39K
ORGANON / ORGANON 5.125% 200,000 0 -200,000 0.00% -$153.65K
QUIKRETE HOLDINGS INC SR SECURED 144A 03/32 6.375 95,000 0 -95,000 0.00% -$98.59K
CHTR 4.75 03/01/30 144A 100,000 0 -100,000 0.00% -$95.15K
NAVCOR 8.5 03/15/30 144A 90,000 0 -90,000 0.00% -$94.59K
CORPBOND 85,000 0 -85,000 0.00% -$81.85K
SPX FLOW INC REGD 144A P/P 8.75000000 75,000 0 -75,000 0.00% -$76.95K
Parkland Corp 65,000 0 -65,000 0.00% -$63.12K
T/L LSF12 CROWN US COMMERCIAL BIDCO LLC REGD 0.00000000 49,875 0 -49,875 0.00% -$50.23K
KOHLER ENERGY CO LLC USD TERM LOAN B 50,000 0 -50,000 0.00% -$50.23K
ELLUCIAN TERM 2LN 11/22/2032 30,000 0 -30,000 0.00% -$30.43K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
BIMCN 8.75 07/15/26 144A 520,000 700,000 180,000 2.77% $141.77K
CVET Midco 10/13/29 462,882 491,619 28,736 2.15% $66.07K
Caesars Entertainment Inc 240,000 385,000 145,000 1.79% $151.72K
CoreWeave, Inc. 315,000 385,000 70,000 1.70% $58.15K
SKX 10 07/15/33 144a 245,000 258,241 13,241 1.29% $20.90K
LAMR 5 3/8 11/01/33 215,000 285,000 70,000 1.29% $71.37K
Global Medical Response Inc 210,000 275,000 65,000 1.29% $64.48K
NAVCOR 6.875 10/01/33 144A 190,000 280,000 90,000 1.24% $84.74K
KASEYA TERM 2LN 3/20/2033 65,000 280,000 215,000 1.22% $205.03K
OSCAR ACQUISITIONCO LLC REGD 144A P/P 9.50000000 330,000 395,000 65,000 1.06% -$6.43K
Telecom Italia Capital S.A. 95,000 190,000 95,000 0.97% $106.12K
CCO Holdings, LLC/CCO Holdings Capital Corp. 130,000 225,000 95,000 0.89% $83.46K
CCO Holdings, LLC/CCO Holdings Capital Corp. 190,000 230,000 40,000 0.88% $34.93K
TransDigm, Inc. 105,000 170,000 65,000 0.79% $65.85K
AMN HEALTHCARE INC REGD 144A P/P 6.50000000 105,000 170,000 65,000 0.78% $67.13K
PODD 6.5 04/01/33 144A 145,000 165,000 20,000 0.78% $20.57K
OUTFRONT MEDIA CAP LLC/C REGD 144A P/P 4.62500000 135,000 175,000 40,000 0.78% $40.43K
TransDigm Inc 100,000 165,000 65,000 0.78% $67.17K
Alliant Holdings Intermediate LLC / Alliant Holdings Co-Issuer 6.50 10/01/2031 85,000 135,000 50,000 0.63% $51.54K
THOR INDUSTRIES REGD 144A P/P 4.00000000 100,000 120,000 20,000 0.52% $20.21K
BUILDERS FIRSTSOURCE INC REGD 144A P/P 4.25000000 100,000 120,000 20,000 0.52% $19.87K
Fiesta Purchaser Inc 90,000 110,000 20,000 0.51% $17.86K
VISANT 8.375 12/01/31 144A 90,000 105,000 15,000 0.51% $16.12K
ESAB Corp. 40,000 105,000 65,000 0.49% $66.99K
AUTOMATION TOOLI 50,000 110,000 60,000 0.49% $58.92K
Aruba Investments Holdings LLC, First Lien Initial Dollar Term Loan 49,677 114,378 64,701 0.48% $60.00K
JETBLUE AIRW/LOY 45,000 60,000 15,000 0.27% $16.11K
CAR 8.25 01/15/30 144A 25,000 45,000 20,000 0.21% $21.03K
CAR 8 3/8 06/15/32 25,000 45,000 20,000 0.21% $20.65K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
MINERVA MERGER SUB INC 425,000 415,000 -10,000 1.83% -$13.48K
SCIH SALT HOLDINGS INC REGD 144A P/P 6.62500000 420,000 395,000 -25,000 1.79% -$21.48K
DREYFUS TRSY OBLIG CASH M 1,234,190 278,206 -955,984 1.26% -$955.98K
MADISON IAQ LLC SR UNSECURED 144A 06/29 5.875 300,000 270,000 -30,000 1.23% -$24.38K
INIFINITE BIDCO LLC 1ST LIEN TERM LOAN 218,837 218,274 -563 0.98% $4.55K
ARSENAL AIC PARENT LLC REGD 144A P/P 8.00000000 275,000 200,000 -75,000 0.96% -$80.32K
SIMMONS FOODS INC/SIMMONS PREP SECURED 144A 03/29 4.625 360,000 195,000 -165,000 0.85% -$157.53K
Clover Holdings 2, LLC Initial Fixed Rate Term Loan 169,150 168,725 -425 0.75% -$4.01K
STENOR 7 3/8 06/01/31 190,000 155,000 -35,000 0.74% -$36.64K
MAJORDRIVE HOLDINGS IV, LLC TLB 154,364 153,960 -403 0.67% -$3.23K
ASURION TERM B4 2LN 01/20/2029 450,000 131,495 -318,505 0.60% -$298.62K
HEARTL TL B 1L USD 104,373 104,111 -262 0.47% -$468
ITPCN TL 1L USD 105,000 104,729 -271 0.46% -$586
THC 6 1/8 10/01/28 215,000 84,000 -131,000 0.38% -$131.29K
T/L PROTECTIVE INDUSTRIAL PRODUCTS INC 0.00000000 75,000 74,812 -188 0.34% $438
Power Home Remodeling Term Loan B 400 2032-02-04 74,924 74,736 -188 0.33% $50
PATRICK INDUSTRIES INC REGD 144A P/P 6.37500000 145,000 50,000 -95,000 0.23% -$96.78K
T/L STARLIGHT PARENT LLC REGD 0.00000000 55,000 54,862 -138 0.23% -$3.77K
Cohesity Term Loan B 400 2031-10-17 39,800 39,700 -100 0.18% -$745
WHP TERM B 1LN 02/20/2032 29,925 29,850 -75 0.14% -$38
SGH2 LLC, Senior Secured First Lien Term Loan 25,000 24,938 -62 0.11% -$0
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
WAND NEWCO 3 INC SR SECURED 144A 01/32 7.625 370,000 370,000 0 1.77% $2.19K
SCIENTIFIC GAMES HOLDINGS LP/SCIENTIFIC GAMES US FINCO INC 6.625% 03/01/2030 144A 420,000 420,000 0 1.74% -$800
FOCUS FINL. PARTNER 6.75% 335,000 335,000 0 1.56% -$2.26K
HUB INTL. LTD 7.375% 325,000 325,000 0 1.55% $3.63K
WULF COMPUTE LLC SR SECURED 144A 10/30 7.75 315,000 315,000 0 1.49% $904
COMPASS MIN INTL 300,000 300,000 0 1.44% $5.49K
Acadia Healthcare Co Inc 315,000 315,000 0 1.42% -$14.55K
BRUNDAGE-BONE CONCRETE REGD 144A P/P 7.50000000 305,000 305,000 0 1.40% -$953
OPTION CARE HEALTH INC REGD 144A P/P 4.37500000 305,000 305,000 0 1.36% $4.03K
GOAT HOLDCO LLC SR SECURED 144A 02/32 6.75 290,000 290,000 0 1.35% $1.35K
DORNOCH DEBT MERGER SUB REGD 144A P/P 6.62500000 310,000 310,000 0 1.26% $11.37K
SHEARE 9.625 09/15/32 144A 250,000 250,000 0 1.15% -$15.73K
AVNT 6.25 11/01/31 144A 245,000 245,000 0 1.15% $1.75K
AS 6.75 02/16/31 144A 235,000 235,000 0 1.11% $227
SOLEIN 7.25 02/15/33 144* 215,000 215,000 0 0.97% -$572
WEX INC REGD 144A P/P 6.50000000 205,000 205,000 0 0.95% -$483
SURGERY CENTER HOLDINGS REGD 144A P/P 7.25000000 205,000 205,000 0 0.94% -$5.04K
QUIKRETE HOLDINGS INC SR UNSECURED 144A 03/33 6.75 190,000 190,000 0 0.90% -$388
ELLUCIAN HOLDINGS INC SR SECURED 144A 12/29 6.5 200,000 200,000 0 0.90% -$5.47K
MHED 8 08/01/29 144A 195,000 195,000 0 0.90% $576
POST HOLDINGS INC REGD 144A P/P 6.25000000 195,000 195,000 0 0.89% -$1.23K
TEINEN 6.875 04/15/29 144A 195,000 195,000 0 0.89% $1.36K
T/L CLEAR CHANNEL OUTDOOR HOLDING INC REGD 0.00000000 195,000 195,000 0 0.89% -$162
Cleveland-Cliffs Inc. 160,000 160,000 0 0.75% $653
TOUCAN FINCO LTD/TOUCAN FINCO SR SECURED 144A 05/30 9.5 170,000 170,000 0 0.75% $4.64K
CLYDESDALE ACQUISITION SR SECURED 144A 01/30 6.875 160,000 160,000 0 0.74% $81
Cleveland-Cliffs Inc. 155,000 155,000 0 0.74% $1.31K
METIS MERGER SUB 150,000 150,000 0 0.68% $1.23K
STATION CASINOS LLC REGD 144A P/P 6.62500000 145,000 145,000 0 0.67% $1.06K
MHED 7 3/8 09/01/31 140,000 140,000 0 0.67% $3.48K
Jane Street Group / JSG Finance Inc. 140,000 140,000 0 0.67% $225
NGVT 3 7/8 11/01/28 150,000 150,000 0 0.66% $1.36K
Clydesdale Acquisition Holdings Inc 145,000 145,000 0 0.66% $409
ADNT 8.25 04/15/31 144A 135,000 135,000 0 0.64% $318
Select Medical Corp. 145,000 145,000 0 0.64% -$6.10K
TRUK 6.25 02/01/29 144A 285,000 285,000 0 0.64% -$29.91K
PEDIATRIX MEDICAL GROUP REGD 144A P/P 5.37500000 140,000 140,000 0 0.64% $1.24K
YUM! BRANDS INC SR UNSECURED 04/32 5.375 135,000 135,000 0 0.62% $240
MOLINA HEALTHCARE INC SR UNSECURED 144A 01/33 6.25 135,000 135,000 0 0.62% $59
AmeriTex HoldCo Intermediate LLC 125,000 125,000 0 0.60% $510
VIRT 7.5 06/15/31 144A 115,000 115,000 0 0.55% $84
II VI INC COMPANY GUAR 144A 12/29 5 120,000 120,000 0 0.54% $763
MASTERBRAND INC REGD 144A P/P 7.00000000 115,000 115,000 0 0.54% -$116
ARCHROCK PARTNERS LP/FIN REGD 144A P/P 6.62500000 115,000 115,000 0 0.54% $986
AXON ENT. INC 6.25% 115,000 115,000 0 0.54% $42
TIHLLC 7 1/8 06/01/31 115,000 115,000 0 0.54% -$428
NSIT 6.625 05/15/32 144A 115,000 115,000 0 0.54% -$10
HARVEST MIDSTREAM I LP SR UNSECURED 144A 09/28 7.5 115,000 115,000 0 0.53% -$101
Clear Channel Outdoor Holdings, Inc. 105,000 105,000 0 0.51% $1.71K
CELANESE US HOLDINGS LLC SR UNSEC 6.75% 04-15-33 110,000 110,000 0 0.51% $3.06K
FRTITA 6.75 01/15/30 144A 115,000 115,000 0 0.50% $2.22K
ZEBRA TECHS. CORP 6.50% 105,000 105,000 0 0.49% -$610
STATION CASINOS LLC SR UNSECURED 144A 12/31 4.625 110,000 110,000 0 0.48% $2.29K
EMRLD BORROWER LP / EMERALD CO SR SECURED 144A 07/31 6.75 100,000 100,000 0 0.48% $1.01K
CENTURY ALUMINUM COMPANY REGD 144A P/P 6.87500000 100,000 100,000 0 0.47% $808
EMRLD Borrower L.P./ Emerald Co-Issuer Inc. 100,000 100,000 0 0.47% $698
Six Flags Entertainment Corporation/Canada's Wonderland Company/Magnum Management Corporation 105,000 105,000 0 0.46% -$120
AMN HEALTHCARE INC REGD 144A P/P 4.00000000 105,000 105,000 0 0.46% $924
OUTFRONT MEDIA CAP LLC / OUTFRONT MEDIA CAP CORP 7.375% 02/15/2031 144A 90,000 90,000 0 0.43% -$376
Restaurant Brands International Limited Partnership 85,000 85,000 0 0.37% $532
EZCORP, Inc. 75,000 75,000 0 0.36% $566
MH SUB I LLC 2021 2ND LIEN TERM LOAN 90,000 90,000 0 0.35% $9.28K
CCO Holdings, LLC/CCO Holdings Capital Corp. 85,000 85,000 0 0.35% $743
WarnerMedia Holdings, Inc. 95,000 95,000 0 0.31% -$9.03K
TRS 4 1/8 04/15/29 65,000 65,000 0 0.29% $497
Six Flags Operations Inc. 60,000 60,000 0 0.27% -$954
JACOBS ENTERTAINMENT INC SR UNSECURED 144A 02/29 6.75 55,000 55,000 0 0.25% $1.02K
Six Flags Operations Inc. 50,000 50,000 0 0.23% $386
Restaurant Brands International Limited Partnership 50,000 50,000 0 0.23% $312
WHTCAP TL B 1L USD 49,624 49,624 0 0.23% -$204

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