FGC
DIVZ icon

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
2026
Q2 		$315K Buy
+8,421
New +$315K 0.05% 131
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

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
A
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Goldman Sachs
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Financial Gravity Companies's DIVZ Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Polen Dividend Income ETF (DIVZ) in Q2 2026: 8,421 shares worth $315K. The stake represents 0.05% of the portfolio and ranks #131 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DIVZ as recently as Q2 2025.

Financial Gravity Companies first reported a position in DIVZ in Q3 2024 and has held it in 4 quarters since. The position peaked at $438K in Q2 2025. 23 funds tracked by Wall St. Rank hold DIVZ as of Q2 2026.

  • Financial Gravity Companies held 8,421 shares of Polen Dividend Income ETF worth $315K as of Q2 2026.
  • Polen Dividend Income ETF was a new Financial Gravity Companies position in Q2 2026.
  • Polen Dividend Income ETF made up 0.05% of Financial Gravity Companies's portfolio in Q2 2026, its #131 holding.
  • Financial Gravity Companies first reported a position in Polen Dividend Income ETF in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's Polen Dividend Income ETF position peaked at $438K in Q2 2025.
  • 23 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.