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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
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 $1.34B AUM 12.81% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 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 $162M AUM 23.57% 1-Year Est. Return
Osaic Holdings
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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Weaver Consulting Group's DIVZ Position: Q1 2026 in Review

Weaver Consulting Group increased its Polen Dividend Income ETF (DIVZ) stake by 1.7% in Q1 2026, buying an estimated $483K and bringing the position to 778,869 shares worth $29M. The position accounts for 6.91% of the portfolio, ranked #1.

Weaver Consulting Group first reported a position in DIVZ in Q2 2021 and has held it in 20 quarters since. 19 funds tracked by Wall St. Rank hold DIVZ as of Q1 2026.

  • Weaver Consulting Group held 778,869 shares of Polen Dividend Income ETF worth $29M as of Q1 2026.
  • Weaver Consulting Group bought 12,782 Polen Dividend Income ETF shares in Q1 2026, an estimated $483K.
  • Polen Dividend Income ETF made up 6.91% of Weaver Consulting Group's portfolio in Q1 2026, its #1 holding.
  • Weaver Consulting Group first reported a position in Polen Dividend Income ETF in Q2 2021 and has held it in 20 quarters since.
  • 19 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.