Financial Management Professionals’s Polen Dividend Income ETF DIVZ Stock Holding History

Financial Management Professionals’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 Q1	–	Sell	-350	Closed	-$12.7K	–	982
2025 Q4	$12.7K	Buy	+350	New	+$12.6K	﹤0.01%	490

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

MAG

M3 Advisory Group Needham Heights, Massachusetts $162M AUM 23.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Financial Management Professionals's DIVZ Position: Q1 2026 in Review

Financial Management Professionals sold out of Polen Dividend Income ETF (DIVZ) in Q1 2026, closing a stake of 350 shares — an estimated $12.7K sold.

Financial Management Professionals first reported a position in DIVZ in Q4 2025 and held it in 1 quarter. The position peaked at $12.7K in Q4 2025. 19 funds tracked by Wall St. Rank hold DIVZ as of Q1 2026.

Financial Management Professionals reported no remaining Polen Dividend Income ETF position as of Q1 2026 after selling out during the quarter.
Financial Management Professionals sold 350 Polen Dividend Income ETF shares in Q1 2026, an estimated $12.7K.
Financial Management Professionals first reported a position in Polen Dividend Income ETF in Q4 2025 and held it in 1 quarter.
Financial Management Professionals's Polen Dividend Income ETF position peaked at $12.7K in Q4 2025.
19 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q1 2026.

Based on Financial Management Professionals's 13F filing for Q1 2026, filed 15 Apr 2026.