Highland Investment Advisors LLC’s Polen Dividend Income ETF DIVZ Stock Holding History

Highland Investment Advisors LLC’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 Q2	$37.6K	Buy	+1,005	New	+$37.6K	0.02%	210

Other funds holding DIVZ

WCG

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

4WM

49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

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

MAG

M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

RRMM

Regatta Research & Money Management Metairie, Louisiana $106M AUM

FGC

Financial Gravity Companies Lakeway, Texas $616M AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Highland Investment Advisors LLC's DIVZ Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Polen Dividend Income ETF (DIVZ) in Q2 2026: 1,005 shares worth $37.6K. The stake represents 0.02% of the portfolio and ranks #210 among its holdings.

18 funds tracked by Wall St. Rank hold DIVZ as of Q2 2026.

Highland Investment Advisors LLC held 1,005 shares of Polen Dividend Income ETF worth $37.6K as of Q2 2026.
Polen Dividend Income ETF was a new Highland Investment Advisors LLC position in Q2 2026.
Polen Dividend Income ETF made up 0.02% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #210 holding.
18 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.