Insight 2811 Inc’s Polen Dividend Income ETF DIVZ Stock Holding History

Insight 2811 Inc’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
2025 Q4	–	Sell	-8,105	Closed	-$295K	–	101
2025 Q3	$295K	Sell	8,105 -1,875	-19%	-$67.3K	0.13%	72
2025 Q2	$350K	Sell	9,980 -924	-8%	-$31.1K	0.17%	61
2025 Q1	$371K	Sell	10,904 -1,452	-12%	-$48.5K	0.19%	58
2024 Q4	$396K	Sell	12,356 -2,924	-19%	-$96.8K	0.2%	55
2024 Q3	$504K	Sell	15,280 -650	-4%	-$20.6K	0.25%	44
2024 Q2	$481K	Sell	15,930 -250	-2%	-$7.49K	0.25%	46
2024 Q1	$482K	Sell	16,180 -1,858	-10%	-$52.4K	0.25%	46
2023 Q4	$501K	Sell	18,038 -3,200	-15%	-$85.9K	0.27%	41
2023 Q3	$562K	Sell	21,238 -6,229	-23%	-$171K	0.32%	37
2023 Q2	$755K	Sell	27,467 -168	-0.6%	-$4.61K	0.41%	28
2023 Q1	$767K	Sell	27,635 -750	-3%	-$21.4K	0.47%	25
2022 Q4	$822K	Buy	+28,385	New	+$813K	0.51%	26

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 $488M AUM 17.59% 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

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

MAG

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

TRCT

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

JIC

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

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

Insight 2811 Inc's DIVZ Position: Q4 2025 in Review

Insight 2811 Inc sold out of Polen Dividend Income ETF (DIVZ) in Q4 2025, closing a stake of 8,105 shares — an estimated $295K sold.

Insight 2811 Inc first reported a position in DIVZ in Q4 2022 and held it in 12 quarters. The position peaked at $822K in Q4 2022. 19 funds tracked by Wall St. Rank hold DIVZ as of Q4 2025.

Insight 2811 Inc reported no remaining Polen Dividend Income ETF position as of Q4 2025 after selling out during the quarter.
Insight 2811 Inc sold 8,105 Polen Dividend Income ETF shares in Q4 2025, an estimated $295K.
Insight 2811 Inc first reported a position in Polen Dividend Income ETF in Q4 2022 and held it in 12 quarters.
Insight 2811 Inc's Polen Dividend Income ETF position peaked at $822K in Q4 2022.
19 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q4 2025.

Based on Insight 2811 Inc's 13F filing for Q4 2025, filed 3 Feb 2026.