DHJJ Financial Advisors’s Polen Dividend Income ETF DIVZ Stock Holding History

DHJJ Financial 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
2026 Q2	$946	Sell	25 -28	-53%	-$1.05K	﹤0.01%	837
2026 Q1	$1.98K	Hold	53	–	–	﹤0.01%	744
2025 Q4	$1.92K	Buy	53 +1	+2%	+$36	﹤0.01%	715
2025 Q3	$1.91K	Hold	52	–	–	﹤0.01%	691
2025 Q2	$1.82K	Hold	52	–	–	﹤0.01%	688
2025 Q1	$1.75K	Buy	52 +1	+2%	+$33	﹤0.01%	645
2024 Q4	$1.64K	Hold	51	–	–	﹤0.01%	623
2024 Q3	$1.68K	Hold	51	–	–	﹤0.01%	604
2024 Q2	$1.53K	Buy	51 +1	+2%	+$30	﹤0.01%	570
2024 Q1	$1.49K	Hold	50	–	–	﹤0.01%	561
2023 Q4	$1.39K	Hold	50	–	–	﹤0.01%	560
2023 Q3	$1.32K	Buy	+50	New	+$1.38K	﹤0.01%	568

Other funds holding DIVZ

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MAG

M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

FGC

Financial Gravity Companies Lakeway, Texas $616M AUM

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

DHJJ Financial Advisors's DIVZ Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Polen Dividend Income ETF (DIVZ) stake by 53% in Q2 2026, selling an estimated $1.05K and leaving 25 shares worth $946. The position accounts for ﹤0.01% of the portfolio, ranked #837.

DHJJ Financial Advisors first reported a position in DIVZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.98K in Q1 2026. 10 funds tracked by Wall St. Rank hold DIVZ as of Q2 2026.

DHJJ Financial Advisors held 25 shares of Polen Dividend Income ETF worth $946 as of Q2 2026.
DHJJ Financial Advisors sold 28 Polen Dividend Income ETF shares in Q2 2026, an estimated $1.05K.
Polen Dividend Income ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #837 holding.
DHJJ Financial Advisors first reported a position in Polen Dividend Income ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Polen Dividend Income ETF position peaked at $1.98K in Q1 2026.
10 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.