JFG Wealth Management
DIVZ icon

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

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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.