Jeff Yass’s Polen Dividend Income ETF DIVZ Stock Holding History

Jeff Yass’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	–	Sell	-6,361	Closed	-$237K	–	13604
2026 Q1	$237K	Buy	+6,361	New	+$240K	﹤0.01%	11372
2024 Q2	–	Sell	-17,072	Closed	-$508K	–	12235
2024 Q1	$508K	Sell	17,072 -15,604	-48%	-$440K	﹤0.01%	8480
2023 Q4	$907K	Buy	32,676 +24,753	+312%	+$664K	﹤0.01%	7221
2023 Q3	$210K	Buy	+7,923	New	+$218K	﹤0.01%	10131
2022 Q4	–	Sell	-34,211	Closed	-$885K	–	12653
2022 Q3	$885K	Buy	+34,211	New	+$973K	﹤0.01%	6957

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

Jeff Yass's DIVZ Position: Q2 2026 in Review

Jeff Yass sold out of Polen Dividend Income ETF (DIVZ) in Q2 2026, closing a stake of 6,361 shares — an estimated $237K sold.

Jeff Yass first reported a position in DIVZ in Q3 2022 and held it in 5 quarters. The position peaked at $907K in Q4 2023. 24 funds tracked by Wall St. Rank hold DIVZ as of Q2 2026.

Jeff Yass reported no remaining Polen Dividend Income ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 6,361 Polen Dividend Income ETF shares in Q2 2026, an estimated $237K.
Jeff Yass first reported a position in Polen Dividend Income ETF in Q3 2022 and held it in 5 quarters.
Jeff Yass's Polen Dividend Income ETF position peaked at $907K in Q4 2023.
24 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.