Financial Management Professionals
DIVZ icon

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

49 Wealth Management
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Weaver Consulting Group
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Titleist Asset Management
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
M3 Advisory Group
M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Financial Gravity Asset Management
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 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.