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

AE 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	$656	Buy	18 +1	+6%	+$37	﹤0.01%	2610
2026 Q1	$649	Hold	17	–	–	﹤0.01%	2535
2025 Q4	$630	Sell	17 -49	-74%	-$1.76K	﹤0.01%	2402
2025 Q3	$2.39K	Sell	66 -108	-62%	-$3.88K	﹤0.01%	2155
2025 Q2	$6.11K	Sell	174 -16,436	-99%	-$553K	﹤0.01%	1932
2025 Q1	$564K	Buy	16,610 +259	+2%	+$8.65K	﹤0.01%	879
2024 Q4	$523K	Buy	+16,351	New	+$542K	﹤0.01%	899

Other funds holding DIVZ

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

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

MAG

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

JIC

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

FGC

Financial Gravity Companies Lakeway, Texas $616M AUM

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

AE Wealth Management increased its Polen Dividend Income ETF (DIVZ) stake by 5.9% in Q2 2026, buying an estimated $37 and bringing the position to 18 shares worth $656. The position accounts for ﹤0.01% of the portfolio, ranked #2610.

AE Wealth Management first reported a position in DIVZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $564K in Q1 2025. 10 funds tracked by Wall St. Rank hold DIVZ as of Q2 2026.

AE Wealth Management held 18 shares of Polen Dividend Income ETF worth $656 as of Q2 2026.
AE Wealth Management bought 1 Polen Dividend Income ETF share in Q2 2026, an estimated $37.
Polen Dividend Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2610 holding.
AE Wealth Management first reported a position in Polen Dividend Income ETF in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's Polen Dividend Income ETF position peaked at $564K in Q1 2025.
10 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.