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 Q2	$16.2M	Sell	434,705 -3,841,303	-90%	-$144M	3.1%	7
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 $488M AUM 17.59% 1-Year Est. Return

Alongside Austin, Texas $525M AUM

TAM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MAG

M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RRMM

Regatta Research & Money Management Metairie, Louisiana $106M AUM

49 Wealth Management's DIVZ Position: Q2 2026 in Review

49 Wealth Management reduced its Polen Dividend Income ETF (DIVZ) stake by 90% in Q2 2026, selling an estimated $144M and leaving 434,705 shares worth $16.2M. The position accounts for 3.1% of the portfolio, ranked #7.

49 Wealth Management first reported a position in DIVZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $159M in Q1 2026. 24 funds tracked by Wall St. Rank hold DIVZ as of Q2 2026.

49 Wealth Management held 434,705 shares of Polen Dividend Income ETF worth $16.2M as of Q2 2026.
49 Wealth Management sold 3,841,303 Polen Dividend Income ETF shares in Q2 2026, an estimated $144M.
Polen Dividend Income ETF made up 3.1% of 49 Wealth Management's portfolio in Q2 2026, its #7 holding.
49 Wealth Management first reported a position in Polen Dividend Income ETF in Q2 2024 and has held it in 9 quarters since.
49 Wealth Management's Polen Dividend Income ETF position peaked at $159M in Q1 2026.
24 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.