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 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

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

M3 Advisory Group's DIVZ Position: Q1 2026 in Review

M3 Advisory Group increased its Polen Dividend Income ETF (DIVZ) stake by 3.9% in Q1 2026, buying an estimated $28.2K and bringing the position to 19,922 shares worth $742K. The position accounts for 0.46% of the portfolio, ranked #45.

M3 Advisory Group first reported a position in DIVZ in Q4 2023 and has held it in 10 quarters since. 19 funds tracked by Wall St. Rank hold DIVZ as of Q1 2026.

M3 Advisory Group held 19,922 shares of Polen Dividend Income ETF worth $742K as of Q1 2026.
M3 Advisory Group bought 747 Polen Dividend Income ETF shares in Q1 2026, an estimated $28.2K.
Polen Dividend Income ETF made up 0.46% of M3 Advisory Group's portfolio in Q1 2026, its #45 holding.
M3 Advisory Group first reported a position in Polen Dividend Income ETF in Q4 2023 and has held it in 10 quarters since.
19 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.