Regatta Research & Money Management’s Polen Dividend Income ETF DIVZ Stock Holding History

Regatta Research & Money 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
2026 Q2	$331K	Buy	+8,858	New	+$332K	0.31%	68

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

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

MAG

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

JIC

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

FGC

Financial Gravity Companies Lakeway, Texas $616M AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HIAL

Highland Investment Advisors LLC Ponte Vedra, Florida $229M AUM

Regatta Research & Money Management's DIVZ Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Polen Dividend Income ETF (DIVZ) in Q2 2026: 8,858 shares worth $331K. The stake represents 0.31% of the portfolio and ranks #68 among its holdings.

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

Regatta Research & Money Management held 8,858 shares of Polen Dividend Income ETF worth $331K as of Q2 2026.
Polen Dividend Income ETF was a new Regatta Research & Money Management position in Q2 2026.
Polen Dividend Income ETF made up 0.31% of Regatta Research & Money Management's portfolio in Q2 2026, its #68 holding.
18 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.