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
2026 Q2	$78.9K	Buy	+2,296	New	+$79.6K	0.01%	252
2025 Q2	$65.5K	Buy	+2,240	New	+$62.9K	0.01%	268

Other funds holding IDVZ

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Polen International Dividend Income Fund (IDVZ) in Q2 2026: 2,296 shares worth $78.9K. The stake represents 0.01% of the portfolio and ranks #252 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IDVZ as recently as Q2 2025.

Financial Gravity Companies first reported a position in IDVZ in Q2 2025 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold IDVZ as of Q2 2026.

Financial Gravity Companies held 2,296 shares of Polen International Dividend Income Fund worth $78.9K as of Q2 2026.
Polen International Dividend Income Fund was a new Financial Gravity Companies position in Q2 2026.
Polen International Dividend Income Fund made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #252 holding.
Financial Gravity Companies first reported a position in Polen International Dividend Income Fund in Q2 2025 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Polen International Dividend Income Fund as of Q2 2026.

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