Integrated Wealth Concepts’s Polen Dividend Income ETF DIVZ Stock Holding History

Integrated Wealth Concepts’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	$448	Buy	+12	New	+$449	﹤0.01%	5659

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

Alongside Austin, Texas $525M AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MAG

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JIC

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Integrated Wealth Concepts's DIVZ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Polen Dividend Income ETF (DIVZ) in Q2 2026: 12 shares worth $448. The stake represents ﹤0.01% of the portfolio and ranks #5659 among its holdings.

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

Integrated Wealth Concepts held 12 shares of Polen Dividend Income ETF worth $448 as of Q2 2026.
Polen Dividend Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
Polen Dividend Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5659 holding.
24 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.