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CoreCap Advisors’s Polen Dividend Income ETF DIVZ Stock Holding History

CoreCap Advisors’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
Q1 		– Sell
-908
Closed -$29.1K – 3174
2024
Q4 		$29.1K Hold
908
– – ﹤0.01% 1405
2024
Q3 		$29.9K Hold
908
– – ﹤0.01% 1399
2024
Q2 		$27.4K Hold
908
– – ﹤0.01% 801
2024
Q1 		$27K Buy
+908
New +$25.6K ﹤0.01% 1353

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
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAG
M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CoreCap Advisors's DIVZ Position: Q1 2025 in Review

CoreCap Advisors sold out of Polen Dividend Income ETF (DIVZ) in Q1 2025, closing a stake of 908 shares — an estimated $29.1K sold.

CoreCap Advisors first reported a position in DIVZ in Q1 2024 and held it in 4 quarters. The position peaked at $29.9K in Q3 2024. 15 funds tracked by Wall St. Rank hold DIVZ as of Q1 2025.

  • CoreCap Advisors reported no remaining Polen Dividend Income ETF position as of Q1 2025 after selling out during the quarter.
  • CoreCap Advisors sold 908 Polen Dividend Income ETF shares in Q1 2025, an estimated $29.1K.
  • CoreCap Advisors first reported a position in Polen Dividend Income ETF in Q1 2024 and held it in 4 quarters.
  • CoreCap Advisors's Polen Dividend Income ETF position peaked at $29.9K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q1 2025.

Based on CoreCap Advisors's 13F filing for Q1 2025, filed 9 May 2025.