JWM
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JFG Wealth Management’s Polen Dividend Income ETF DIVZ Stock Holding History

JFG Wealth 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
Q1 		– Sell
-24,000
Closed -$666K – 64
2023
Q4 		$666K Buy
+24,000
New +$644K 0.19% 33

Other funds holding DIVZ

TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
MAG
M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

JFG Wealth Management's DIVZ Position: Q1 2024 in Review

JFG Wealth Management sold out of Polen Dividend Income ETF (DIVZ) in Q1 2024, closing a stake of 24,000 shares — an estimated $666K sold.

JFG Wealth Management first reported a position in DIVZ in Q4 2023 and held it in 1 quarter. The position peaked at $666K in Q4 2023. 13 funds tracked by Wall St. Rank hold DIVZ as of Q1 2024.

  • JFG Wealth Management reported no remaining Polen Dividend Income ETF position as of Q1 2024 after selling out during the quarter.
  • JFG Wealth Management sold 24,000 Polen Dividend Income ETF shares in Q1 2024, an estimated $666K.
  • JFG Wealth Management first reported a position in Polen Dividend Income ETF in Q4 2023 and held it in 1 quarter.
  • JFG Wealth Management's Polen Dividend Income ETF position peaked at $666K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q1 2024.

Based on JFG Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.