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NewEdge Advisors’s Polen Dividend Income ETF DIVZ Stock Holding History

NewEdge Advisors’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
2023
Q3 		– Sell
-10,015
Closed -$275K – 3511
2023
Q2 		$275K Buy
+10,015
New +$275K ﹤0.01% 1491

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 $420M AUM 14.29% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

NewEdge Advisors's DIVZ Position: Q3 2023 in Review

NewEdge Advisors sold out of Polen Dividend Income ETF (DIVZ) in Q3 2023, closing a stake of 10,015 shares — an estimated $275K sold.

NewEdge Advisors first reported a position in DIVZ in Q2 2023 and held it in 1 quarter. The position peaked at $275K in Q2 2023. 10 funds tracked by Wall St. Rank hold DIVZ as of Q3 2023.

  • NewEdge Advisors reported no remaining Polen Dividend Income ETF position as of Q3 2023 after selling out during the quarter.
  • NewEdge Advisors sold 10,015 Polen Dividend Income ETF shares in Q3 2023, an estimated $275K.
  • NewEdge Advisors first reported a position in Polen Dividend Income ETF in Q2 2023 and held it in 1 quarter.
  • NewEdge Advisors's Polen Dividend Income ETF position peaked at $275K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.