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

4WM

49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return

Alongside Austin, Texas $525M AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MAG

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JIC

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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. 23 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.
23 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.