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DIVZ icon

&Partners’s Polen Dividend Income ETF DIVZ Stock Holding History

&Partners’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
2025
Q4 		– Sell
-11,648
Closed -$424K – 2303
2025
Q3 		$424K Buy
+11,648
New +$418K ﹤0.01% 1558

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
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAG
M3 Advisory Group Needham Heights, Massachusetts $162M AUM 23.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.34B AUM 18.66% 1-Year Est. Return

&Partners's DIVZ Position: Q4 2025 in Review

&Partners sold out of Polen Dividend Income ETF (DIVZ) in Q4 2025, closing a stake of 11,648 shares — an estimated $424K sold.

&Partners first reported a position in DIVZ in Q3 2025 and held it in 1 quarter. The position peaked at $424K in Q3 2025. 19 funds tracked by Wall St. Rank hold DIVZ as of Q4 2025.

  • &Partners reported no remaining Polen Dividend Income ETF position as of Q4 2025 after selling out during the quarter.
  • &Partners sold 11,648 Polen Dividend Income ETF shares in Q4 2025, an estimated $424K.
  • &Partners first reported a position in Polen Dividend Income ETF in Q3 2025 and held it in 1 quarter.
  • &Partners's Polen Dividend Income ETF position peaked at $424K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q4 2025.

Based on &Partners's 13F filing for Q4 2025, filed 17 Feb 2026.