FGC
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Financial Gravity Companies’s Polen Dividend Income ETF DIVZ Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$438K Buy
+12,503
New +$421K 0.09% 106
2024
Q4 		$333K Sell
10,394
-280
-3% -$9.27K 0.08% 108
2024
Q3 		$352K Buy
+10,674
New +$338K 0.09% 73

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 $420M AUM 14.29% 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 $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAG
M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Financial Gravity Companies's DIVZ Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Polen Dividend Income ETF (DIVZ) in Q2 2025: 12,503 shares worth $438K. The stake represents 0.09% of the portfolio and ranks #106 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DIVZ as recently as Q4 2024.

Financial Gravity Companies first reported a position in DIVZ in Q3 2024 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold DIVZ as of Q2 2025.

  • Financial Gravity Companies held 12,503 shares of Polen Dividend Income ETF worth $438K as of Q2 2025.
  • Polen Dividend Income ETF was a new Financial Gravity Companies position in Q2 2025.
  • Polen Dividend Income ETF made up 0.09% of Financial Gravity Companies's portfolio in Q2 2025, its #106 holding.
  • Financial Gravity Companies first reported a position in Polen Dividend Income ETF in Q3 2024 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.