AWA
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Authentikos Wealth Advisory’s Polen Dividend Income ETF DIVZ Stock Holding History

Authentikos Wealth Advisory’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
2025
Q2 		– Sell
-71,570
Closed -$2.43M – 57
2025
Q1 		$2.43M Buy
+71,570
New +$2.39M 1.9% 18

Other funds holding DIVZ

4WM
49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MAG
M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FGC
Financial Gravity Companies Lakeway, Texas $616M AUM
I2I
Insight 2811 Inc Chicago, Illinois $259M AUM 14.87% 1-Year Est. Return

Authentikos Wealth Advisory's DIVZ Position: Q2 2025 in Review

Authentikos Wealth Advisory sold out of Polen Dividend Income ETF (DIVZ) in Q2 2025, closing a stake of 71,570 shares — an estimated $2.43M sold.

Authentikos Wealth Advisory first reported a position in DIVZ in Q1 2025 and held it in 1 quarter. The position peaked at $2.43M in Q1 2025. 19 funds tracked by Wall St. Rank hold DIVZ as of Q2 2025.

  • Authentikos Wealth Advisory reported no remaining Polen Dividend Income ETF position as of Q2 2025 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 71,570 Polen Dividend Income ETF shares in Q2 2025, an estimated $2.43M.
  • Authentikos Wealth Advisory first reported a position in Polen Dividend Income ETF in Q1 2025 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Polen Dividend Income ETF position peaked at $2.43M in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q2 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q2 2025, filed 7 Aug 2025.