FGAM
IDVZ

Financial Gravity Asset Management’s Polen International Dividend Income Fund IDVZ Stock Holding History

Financial Gravity Asset Management’s Portfolio IDVZ Stock Details IDVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$76.5K Sell
2,280
-31
-1% -$1.04K 0.01% 250
2025
Q4 		$73.4K Buy
2,311
+13
+0.6% +$402 0.01% 216
2025
Q3 		$70.7K Buy
+2,298
New +$68.2K 0.01% 257
2025
Q1 		$60.7K Buy
+2,210
New +$58.6K 0.01% 281

Other funds holding IDVZ

4WM
49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

Financial Gravity Asset Management reduced its Polen International Dividend Income Fund (IDVZ) stake by 1.3% in Q1 2026, selling an estimated $1.04K and leaving 2,280 shares worth $76.5K. The position accounts for 0.01% of the portfolio, ranked #250.

Financial Gravity Asset Management first reported a position in IDVZ in Q1 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold IDVZ as of Q1 2026.

  • Financial Gravity Asset Management held 2,280 shares of Polen International Dividend Income Fund worth $76.5K as of Q1 2026.
  • Financial Gravity Asset Management sold 31 Polen International Dividend Income Fund shares in Q1 2026, an estimated $1.04K.
  • Polen International Dividend Income Fund made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #250 holding.
  • Financial Gravity Asset Management first reported a position in Polen International Dividend Income Fund in Q1 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held Polen International Dividend Income Fund as of Q1 2026.

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