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Principal Securities’s Polen Dividend Income ETF DIVZ Stock Holding History

Principal Securities’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
Q3 		– Sell
-615
Closed -$21.5K – 3757
2025
Q2 		$21.5K Buy
+615
New +$20.7K ﹤0.01% 2273

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
VV
Verity & Verity Beaufort, South Carolina $1.34B AUM 18.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MAG
M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return

Principal Securities's DIVZ Position: Q3 2025 in Review

Principal Securities sold out of Polen Dividend Income ETF (DIVZ) in Q3 2025, closing a stake of 615 shares — an estimated $21.5K sold.

Principal Securities first reported a position in DIVZ in Q2 2025 and held it in 1 quarter. The position peaked at $21.5K in Q2 2025. 21 funds tracked by Wall St. Rank hold DIVZ as of Q3 2025.

  • Principal Securities reported no remaining Polen Dividend Income ETF position as of Q3 2025 after selling out during the quarter.
  • Principal Securities sold 615 Polen Dividend Income ETF shares in Q3 2025, an estimated $21.5K.
  • Principal Securities first reported a position in Polen Dividend Income ETF in Q2 2025 and held it in 1 quarter.
  • Principal Securities's Polen Dividend Income ETF position peaked at $21.5K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.