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 Q3	$4.27K	Hold	117	–	–	﹤0.01%	3382
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	$3.74K	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

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

EverSource Wealth Advisors's DIVZ Position: Q3 2026 in Review

EverSource Wealth Advisors held its Polen Dividend Income ETF (DIVZ) position steady in Q3 2026 at 117 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #3382.

EverSource Wealth Advisors first reported a position in DIVZ in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.37K in Q2 2026. 8 funds tracked by Wall St. Rank hold DIVZ as of Q3 2026.

EverSource Wealth Advisors held 117 shares of Polen Dividend Income ETF worth $4.27K as of Q3 2026.
EverSource Wealth Advisors left its Polen Dividend Income ETF share count unchanged in Q3 2026.
Polen Dividend Income ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #3382 holding.
EverSource Wealth Advisors first reported a position in Polen Dividend Income ETF in Q2 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Polen Dividend Income ETF position peaked at $4.37K in Q2 2026.
8 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.