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International Assets Investment Management’s Polen Dividend Income ETF DIVZ Stock Holding History

International Assets Investment Management’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
2024
Q3 		– Sell
-20
Closed -$607 – 1906
2024
Q2 		$607 Buy
+20
New +$599 ﹤0.01% 2157

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4WM
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TAM
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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
MAG
M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 1-Year Est. Return
FGC
Financial Gravity Companies Lakeway, Texas $616M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

International Assets Investment Management's DIVZ Position: Q3 2024 in Review

International Assets Investment Management sold out of Polen Dividend Income ETF (DIVZ) in Q3 2024, closing a stake of 20 shares — an estimated $607 sold.

International Assets Investment Management first reported a position in DIVZ in Q2 2024 and held it in 1 quarter. The position peaked at $607 in Q2 2024. 12 funds tracked by Wall St. Rank hold DIVZ as of Q3 2024.

  • International Assets Investment Management reported no remaining Polen Dividend Income ETF position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 20 Polen Dividend Income ETF shares in Q3 2024, an estimated $607.
  • International Assets Investment Management first reported a position in Polen Dividend Income ETF in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's Polen Dividend Income ETF position peaked at $607 in Q2 2024.
  • 12 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.