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Weaver Consulting Group’s Polen Dividend Income ETF DIVZ Stock Holding History

Weaver Consulting 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
Q2 		$34M Buy
910,463
+131,594
+17% +$4.93M 6.98% 1
2026
Q1 		$29M Buy
778,869
+12,782
+2% +$483K 6.91% 1
2025
Q4 		$27.9M Buy
766,087
+32,486
+4% +$1.17M 6.81% 1
2025
Q3 		$26.7M Buy
733,601
+50,485
+7% +$1.81M 6.79% 1
2025
Q2 		$23.9M Buy
683,116
+25,414
+4% +$855K 6.62% 1
2025
Q1 		$22.3M Buy
657,702
+13,585
+2% +$454K 6.73% 2
2024
Q4 		$20.6M Buy
644,117
+13,638
+2% +$452K 6.34% 2
2024
Q3 		$20.8M Buy
630,479
+19,164
+3% +$607K 6.6% 1
2024
Q2 		$18.5M Buy
611,315
+159
+0% +$4.76K 6.44% 2
2024
Q1 		$18.2M Buy
611,156
+10,670
+2% +$301K 6.73% 2
2023
Q4 		$16.7M Sell
600,486
-10,579
-2% -$284K 6.78% 1
2023
Q3 		$16.2M Buy
611,065
+1,000
+0.2% +$27.5K 7.31% 1
2023
Q2 		$16.8M Sell
610,065
-6,288
-1% -$173K 7.4% 1
2023
Q1 		$17.1M Buy
616,353
+9,546
+2% +$272K 7.83% 1
2022
Q4 		$17.6M Buy
606,807
+23,635
+4% +$677K 8.97% 1
2022
Q3 		$15.1M Buy
583,172
+82,778
+17% +$2.36M 8.66% 2
2022
Q2 		$14M Buy
500,394
+22,337
+5% +$663K 7.84% 2
2022
Q1 		$14.5M Buy
478,057
+32,029
+7% +$961K 7.05% 2
2021
Q4 		$12.9M Buy
446,028
+51,417
+13% +$1.48M 6.21% 2
2021
Q3 		$10.9M Buy
394,611
+35,394
+10% +$1.01M 5.94% 2
2021
Q2 		$10.2M Buy
+359,217
New +$10.2M 5.74% 2

Other funds holding DIVZ

4WM
49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return
A
Alongside Austin, Texas $525M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MAG
M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RRMM
Regatta Research & Money Management Metairie, Louisiana $106M AUM

Weaver Consulting Group's DIVZ Position: Q2 2026 in Review

Weaver Consulting Group increased its Polen Dividend Income ETF (DIVZ) stake by 17% in Q2 2026, buying an estimated $4.93M and bringing the position to 910,463 shares worth $34M. The position accounts for 6.98% of the portfolio, ranked #1.

Weaver Consulting Group first reported a position in DIVZ in Q2 2021 and has held it in 21 quarters since. 24 funds tracked by Wall St. Rank hold DIVZ as of Q2 2026.

  • Weaver Consulting Group held 910,463 shares of Polen Dividend Income ETF worth $34M as of Q2 2026.
  • Weaver Consulting Group bought 131,594 Polen Dividend Income ETF shares in Q2 2026, an estimated $4.93M.
  • Polen Dividend Income ETF made up 6.98% of Weaver Consulting Group's portfolio in Q2 2026, its #1 holding.
  • Weaver Consulting Group first reported a position in Polen Dividend Income ETF in Q2 2021 and has held it in 21 quarters since.
  • 24 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.