Financial Gravity Asset Management’s Polen Dividend Income ETF DIVZ Stock Holding History

Financial Gravity Asset Management’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 Q1	$313K	Sell	8,402 -802	-9%	-$30.3K	0.06%	128
2025 Q4	$335K	Sell	9,204 -2,863	-24%	-$103K	0.06%	101
2025 Q3	$439K	Buy	+12,067	New	+$433K	0.09%	97
2025 Q1	$434K	Buy	+12,786	New	+$427K	0.09%	101
2024 Q2	$670K	Buy	+22,207	New	+$665K	0.17%	75

Other funds holding DIVZ

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

MAG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JIC

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Gravity Asset Management's DIVZ Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Polen Dividend Income ETF (DIVZ) stake by 8.7% in Q1 2026, selling an estimated $30.3K and leaving 8,402 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #128.

Financial Gravity Asset Management first reported a position in DIVZ in Q2 2024 and has held it in 5 quarters since. The position peaked at $670K in Q2 2024. 19 funds tracked by Wall St. Rank hold DIVZ as of Q1 2026.

Financial Gravity Asset Management held 8,402 shares of Polen Dividend Income ETF worth $313K as of Q1 2026.
Financial Gravity Asset Management sold 802 Polen Dividend Income ETF shares in Q1 2026, an estimated $30.3K.
Polen Dividend Income ETF made up 0.06% of Financial Gravity Asset Management's portfolio in Q1 2026, its #128 holding.
Financial Gravity Asset Management first reported a position in Polen Dividend Income ETF in Q2 2024 and has held it in 5 quarters since.
Financial Gravity Asset Management's Polen Dividend Income ETF position peaked at $670K in Q2 2024.
19 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.