49 Wealth Management’s Polen Dividend Income ETF DIVZ Stock Holding History

49 Wealth Management’s Portfolio DIVZ Stock Details DIVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$159M	Buy	4,276,008 +396,515	+10%	+$15M	11.91%	2
2025 Q4	$141M	Buy	3,879,493 +539,475	+16%	+$19.4M	11.48%	3
2025 Q3	$122M	Buy	3,340,018 +284,896	+9%	+$10.2M	11.46%	3
2025 Q2	$107M	Buy	3,055,122 +430,496	+16%	+$14.5M	11.39%	2
2025 Q1	$89.2M	Buy	2,624,626 +484,618	+23%	+$16.2M	10.75%	1
2024 Q4	$68.5M	Buy	2,140,008 +295,726	+16%	+$9.79M	9.76%	2
2024 Q3	$60.8M	Buy	1,844,282 +378,316	+26%	+$12M	9.9%	1
2024 Q2	$44.2M	Buy	+1,465,966	New	+$43.9M	8.72%	1

Other funds holding DIVZ

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

MAG

M3 Advisory Group Needham Heights, Massachusetts $162M AUM 23.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

49 Wealth Management's DIVZ Position: Q1 2026 in Review

49 Wealth Management increased its Polen Dividend Income ETF (DIVZ) stake by 10% in Q1 2026, buying an estimated $15M and bringing the position to 4,276,008 shares worth $159M. The position accounts for 11.91% of the portfolio, ranked #2.

49 Wealth Management first reported a position in DIVZ in Q2 2024 and has held it in 8 quarters since. 19 funds tracked by Wall St. Rank hold DIVZ as of Q1 2026.

49 Wealth Management held 4,276,008 shares of Polen Dividend Income ETF worth $159M as of Q1 2026.
49 Wealth Management bought 396,515 Polen Dividend Income ETF shares in Q1 2026, an estimated $15M.
Polen Dividend Income ETF made up 11.91% of 49 Wealth Management's portfolio in Q1 2026, its #2 holding.
49 Wealth Management first reported a position in Polen Dividend Income ETF in Q2 2024 and has held it in 8 quarters since.
19 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.