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Capital Investment Advisory Services’s Polen Dividend Income ETF DIVZ Stock Holding History

Capital Investment Advisory Services’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
Q3 		– Sell
-803
Closed -$22.1K – 953
2023
Q2 		$22.1K Buy
803
+6
+0.8% +$165 ﹤0.01% 691
2023
Q1 		$22.1K Buy
797
+7
+0.9% +$200 ﹤0.01% 676
2022
Q4 		$22.9K Buy
+790
New +$22.6K ﹤0.01% 685

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 $488M AUM 17.59% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Capital Investment Advisory Services's DIVZ Position: Q3 2023 in Review

Capital Investment Advisory Services sold out of Polen Dividend Income ETF (DIVZ) in Q3 2023, closing a stake of 803 shares — an estimated $22.1K sold.

Capital Investment Advisory Services first reported a position in DIVZ in Q4 2022 and held it in 3 quarters. The position peaked at $22.9K in Q4 2022. 10 funds tracked by Wall St. Rank hold DIVZ as of Q3 2023.

  • Capital Investment Advisory Services reported no remaining Polen Dividend Income ETF position as of Q3 2023 after selling out during the quarter.
  • Capital Investment Advisory Services sold 803 Polen Dividend Income ETF shares in Q3 2023, an estimated $22.1K.
  • Capital Investment Advisory Services first reported a position in Polen Dividend Income ETF in Q4 2022 and held it in 3 quarters.
  • Capital Investment Advisory Services's Polen Dividend Income ETF position peaked at $22.9K in Q4 2022.
  • 10 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q3 2023.

Based on Capital Investment Advisory Services's 13F filing for Q3 2023, filed 2 Nov 2023.