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Castleview Partners’s Polen Dividend Income ETF DIVZ Stock Holding History

Castleview 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
2024
Q3 		– Sell
-72
Closed -$2.17K – 633
2024
Q2 		$2.17K Hold
72
– – ﹤0.01% 728
2024
Q1 		$2.14K Hold
72
– – ﹤0.01% 729
2023
Q4 		$2K Hold
72
– – ﹤0.01% 704
2023
Q3 		$1.91K Buy
72
+30
+71% +$825 ﹤0.01% 560
2023
Q2 		$1.15K Sell
42
-538
-93% -$14.8K ﹤0.01% 626
2023
Q1 		$16.1K Buy
580
+42
+8% +$1.2K 0.01% 366
2022
Q4 		$15.6K Hold
538
– – 0.02% 317
2022
Q3 		$14K Sell
538
-20,783
-97% -$591K 0.01% 347
2022
Q2 		$666K Sell
21,321
-10,756
-34% -$319K 0.53% 34
2022
Q1 		$975K Sell
32,077
-750,052
-96% -$22.5M 0.61% 25
2021
Q4 		$27.1K Buy
+782,129
New +$22.5M 0.22% 42

Other funds holding DIVZ

4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
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
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
MAG
M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 1-Year Est. Return
FGC
Financial Gravity Companies Lakeway, Texas $616M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Castleview Partners's DIVZ Position: Q3 2024 in Review

Castleview Partners sold out of Polen Dividend Income ETF (DIVZ) in Q3 2024, closing a stake of 72 shares — an estimated $2.17K sold.

Castleview Partners first reported a position in DIVZ in Q4 2021 and held it in 11 quarters. The position peaked at $975K in Q1 2022. 12 funds tracked by Wall St. Rank hold DIVZ as of Q3 2024.

  • Castleview Partners reported no remaining Polen Dividend Income ETF position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 72 Polen Dividend Income ETF shares in Q3 2024, an estimated $2.17K.
  • Castleview Partners first reported a position in Polen Dividend Income ETF in Q4 2021 and held it in 11 quarters.
  • Castleview Partners's Polen Dividend Income ETF position peaked at $975K in Q1 2022.
  • 12 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.