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Ahrens Investment Partners’s Polen Dividend Income ETF DIVZ Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$685K Sell
24,675
-63,675
-72% -$1.82M 0.34% 57
2022
Q4 		$2.56M Buy
+88,350
New +$2.53M 1.16% 23

Other funds holding DIVZ

TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Ahrens Investment Partners's DIVZ Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Polen Dividend Income ETF (DIVZ) stake by 72% in Q1 2023, selling an estimated $1.82M and leaving 24,675 shares worth $685K. The position accounts for 0.34% of the portfolio, ranked #57.

Ahrens Investment Partners first reported a position in DIVZ in Q4 2022 and has held it in 2 quarters since. The position peaked at $2.56M in Q4 2022. 12 funds tracked by Wall St. Rank hold DIVZ as of Q1 2023.

  • Ahrens Investment Partners held 24,675 shares of Polen Dividend Income ETF worth $685K as of Q1 2023.
  • Ahrens Investment Partners sold 63,675 Polen Dividend Income ETF shares in Q1 2023, an estimated $1.82M.
  • Polen Dividend Income ETF made up 0.34% of Ahrens Investment Partners's portfolio in Q1 2023, its #57 holding.
  • Ahrens Investment Partners first reported a position in Polen Dividend Income ETF in Q4 2022 and has held it in 2 quarters since.
  • Ahrens Investment Partners's Polen Dividend Income ETF position peaked at $2.56M in Q4 2022.
  • 12 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.