HBW
DIVZ icon

Hazlett, Burt & Watson’s Polen Dividend Income ETF DIVZ Stock Holding History

Hazlett, Burt & Watson’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
2023
Q2 		– Sell
-10
Closed – – 678
2023
Q1 		$0 Buy
+10
New +$285 ﹤0.01% 629

Other funds holding DIVZ

TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Hazlett, Burt & Watson's DIVZ Position: Q2 2023 in Review

Hazlett, Burt & Watson sold out of Polen Dividend Income ETF (DIVZ) in Q2 2023, closing a stake of 10 shares.

Hazlett, Burt & Watson first reported a position in DIVZ in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 11 funds tracked by Wall St. Rank hold DIVZ as of Q2 2023.

  • Hazlett, Burt & Watson reported no remaining Polen Dividend Income ETF position as of Q2 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 10 Polen Dividend Income ETF shares in Q2 2023.
  • Hazlett, Burt & Watson first reported a position in Polen Dividend Income ETF in Q1 2023 and held it in 1 quarter.
  • Hazlett, Burt & Watson's Polen Dividend Income ETF position peaked at $0 in Q1 2023.
  • 11 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q2 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2023, filed 1 Aug 2023.