EWA
DIVZ icon

EverSource Wealth Advisors’s Polen Dividend Income ETF DIVZ Stock Holding History

EverSource Wealth 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 		$4.37K Hold
117
– – ﹤0.01% 3351
2026
Q1 		$4.36K Hold
117
– – ﹤0.01% 3331
2025
Q4 		$4.25K Hold
117
– – ﹤0.01% 3190
2025
Q3 		$4.26K Hold
117
– – ﹤0.01% 3228
2025
Q2 		$4.1K Hold
117
– – ﹤0.01% 3246
2025
Q1 		$3.98K Hold
117
– – ﹤0.01% 2605
2024
Q4 		$3.75K Hold
117
– – ﹤0.01% 2470
2024
Q3 		$3.86K Hold
117
– – ﹤0.01% 2334
2024
Q2 		$3.71K Buy
+117
New +$3.51K ﹤0.01% 2324

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
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
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 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

EverSource Wealth Advisors's DIVZ Position: Q2 2026 in Review

EverSource Wealth Advisors held its Polen Dividend Income ETF (DIVZ) position steady in Q2 2026 at 117 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #3351.

EverSource Wealth Advisors first reported a position in DIVZ in Q2 2024 and has held it in 9 quarters since. 10 funds tracked by Wall St. Rank hold DIVZ as of Q2 2026.

  • EverSource Wealth Advisors held 117 shares of Polen Dividend Income ETF worth $4.37K as of Q2 2026.
  • EverSource Wealth Advisors left its Polen Dividend Income ETF share count unchanged in Q2 2026.
  • Polen Dividend Income ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3351 holding.
  • EverSource Wealth Advisors first reported a position in Polen Dividend Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 10 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q2 2026.

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