Ancora Advisors’s ProShares DJ Brookfield Global Infrastructure ETF TOLZ Stock Holding History

Ancora Advisors’s Portfolio TOLZ Stock Details TOLZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,014	Closed	-$90K	–	2055
2022 Q4	$90K	Hold	2,014	–	–	﹤0.01%	844
2022 Q3	$82K	Hold	2,014	–	–	﹤0.01%	960
2022 Q2	$93K	Buy	+2,014	New	+$98.1K	﹤0.01%	994

Other funds holding TOLZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Ancora Advisors's TOLZ Position: Q1 2023 in Review

Ancora Advisors sold out of ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) in Q1 2023, closing a stake of 2,014 shares — an estimated $90K sold.

Ancora Advisors first reported a position in TOLZ in Q2 2022 and held it in 3 quarters. The position peaked at $93K in Q2 2022. 48 funds tracked by Wall St. Rank hold TOLZ as of Q1 2023.

Ancora Advisors reported no remaining ProShares DJ Brookfield Global Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
Ancora Advisors sold 2,014 ProShares DJ Brookfield Global Infrastructure ETF shares in Q1 2023, an estimated $90K.
Ancora Advisors first reported a position in ProShares DJ Brookfield Global Infrastructure ETF in Q2 2022 and held it in 3 quarters.
Ancora Advisors's ProShares DJ Brookfield Global Infrastructure ETF position peaked at $93K in Q2 2022.
48 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q1 2023.

Based on Ancora Advisors's 13F filing for Q1 2023, filed 16 May 2023.