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

Financial Gravity Companies’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
2025 Q2	$65.5K	Buy	+2,240	New	+$62.9K	0.01%	268

Other funds holding IDVZ

4WM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Polen International Dividend Income Fund (IDVZ) in Q2 2025: 2,240 shares worth $65.5K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings.

3 funds tracked by Wall St. Rank hold IDVZ as of Q2 2025.

Financial Gravity Companies held 2,240 shares of Polen International Dividend Income Fund worth $65.5K as of Q2 2025.
Polen International Dividend Income Fund was a new Financial Gravity Companies position in Q2 2025.
Polen International Dividend Income Fund made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #268 holding.
3 funds tracked by Wall St. Rank held Polen International Dividend Income Fund as of Q2 2025.

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