M3 Advisory Group’s Polen Dividend Income ETF DIVZ Stock Holding History

M3 Advisory Group’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	$761K	Buy	20,355 +433	+2%	+$16.2K	0.39%	47
2026 Q1	$742K	Buy	19,922 +747	+4%	+$28.2K	0.46%	45
2025 Q4	$697K	Buy	19,175 +844	+5%	+$30.4K	0.43%	44
2025 Q3	$667K	Buy	18,331 +1,010	+6%	+$36.2K	0.42%	47
2025 Q2	$607K	Buy	17,321 +560	+3%	+$18.8K	0.42%	46
2025 Q1	$570K	Buy	16,761 +594	+4%	+$19.8K	0.45%	47
2024 Q4	$518K	Buy	16,167 +1,787	+12%	+$59.2K	0.37%	60
2024 Q3	$474K	Buy	14,380 +2,745	+24%	+$86.9K	0.35%	66
2024 Q2	$351K	Buy	11,635 +1,370	+13%	+$41.1K	0.29%	84
2024 Q1	$306K	Buy	10,265 +2,947	+40%	+$83.1K	0.28%	88
2023 Q4	$203K	Buy	+7,318	New	+$196K	0.24%	99

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

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

RRMM

Regatta Research & Money Management Metairie, Louisiana $106M AUM

M3 Advisory Group's DIVZ Position: Q2 2026 in Review

M3 Advisory Group increased its Polen Dividend Income ETF (DIVZ) stake by 2.2% in Q2 2026, buying an estimated $16.2K and bringing the position to 20,355 shares worth $761K. The position accounts for 0.39% of the portfolio, ranked #47.

M3 Advisory Group first reported a position in DIVZ in Q4 2023 and has held it in 11 quarters since. 24 funds tracked by Wall St. Rank hold DIVZ as of Q2 2026.

M3 Advisory Group held 20,355 shares of Polen Dividend Income ETF worth $761K as of Q2 2026.
M3 Advisory Group bought 433 Polen Dividend Income ETF shares in Q2 2026, an estimated $16.2K.
Polen Dividend Income ETF made up 0.39% of M3 Advisory Group's portfolio in Q2 2026, its #47 holding.
M3 Advisory Group first reported a position in Polen Dividend Income ETF in Q4 2023 and has held it in 11 quarters since.
24 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.