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

Verity & Verity’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	–	Sell	-6,650	Closed	-$242K	–	141
2025 Q4	$242K	Sell	6,650 -130,236	-95%	-$4.69M	0.02%	143
2025 Q3	$4.98M	Buy	+136,886	New	+$4.91M	0.4%	57

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

MAG

M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 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

Verity & Verity's DIVZ Position: Q1 2026 in Review

Verity & Verity sold out of Polen Dividend Income ETF (DIVZ) in Q1 2026, closing a stake of 6,650 shares — an estimated $242K sold.

Verity & Verity first reported a position in DIVZ in Q3 2025 and held it in 2 quarters. The position peaked at $4.98M in Q3 2025. 19 funds tracked by Wall St. Rank hold DIVZ as of Q1 2026.

Verity & Verity reported no remaining Polen Dividend Income ETF position as of Q1 2026 after selling out during the quarter.
Verity & Verity sold 6,650 Polen Dividend Income ETF shares in Q1 2026, an estimated $242K.
Verity & Verity first reported a position in Polen Dividend Income ETF in Q3 2025 and held it in 2 quarters.
Verity & Verity's Polen Dividend Income ETF position peaked at $4.98M in Q3 2025.
19 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.