Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s ProShares DJ Brookfield Global Infrastructure ETF TOLZ Stock Holding History

Cambridge Investment Research 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
2026
Q1 		$231K Sell
3,854
-223
-5% -$13K ﹤0.01% 3545
2025
Q4 		$221K Sell
4,077
-657
-14% -$35.5K ﹤0.01% 3496
2025
Q3 		$256K Buy
4,734
+471
+11% +$25.2K ﹤0.01% 3259
2025
Q2 		$230K Sell
4,263
-577
-12% -$30.8K ﹤0.01% 3221
2025
Q1 		$255K Sell
4,840
-1,659
-26% -$83.8K ﹤0.01% 3007
2024
Q4 		$319K Sell
6,499
-1,378
-17% -$69.6K ﹤0.01% 2787
2024
Q3 		$398K Sell
7,877
-837
-10% -$40.6K ﹤0.01% 2596
2024
Q2 		$392K Sell
8,714
-502
-5% -$22.9K ﹤0.01% 2488
2024
Q1 		$423K Sell
9,216
-1,123
-11% -$50.4K ﹤0.01% 2423
2023
Q4 		$472K Sell
10,339
-150
-1% -$6.47K ﹤0.01% 2227
2023
Q3 		$434K Sell
10,489
-656
-6% -$28.8K ﹤0.01% 2205
2023
Q2 		$500K Sell
11,145
-43
-0.4% -$1.96K ﹤0.01% 2136
2023
Q1 		$508K Sell
11,188
-791
-7% -$36.1K ﹤0.01% 2064
2022
Q4 		$533K Sell
11,979
-354
-3% -$15.5K ﹤0.01% 1964
2022
Q3 		$502K Sell
12,333
-488
-4% -$22.8K ﹤0.01% 1934
2022
Q2 		$590K Buy
12,821
+139
+1% +$6.77K ﹤0.01% 1841
2022
Q1 		$629K Sell
12,682
-1,232
-9% -$58.3K ﹤0.01% 1918
2021
Q4 		$666K Sell
13,914
-61
-0.4% -$2.85K ﹤0.01% 1879
2021
Q3 		$631K Sell
13,975
-4,777
-25% -$223K ﹤0.01% 1868
2021
Q2 		$867K Sell
18,752
-3,981
-18% -$184K ﹤0.01% 1640
2021
Q1 		$989K Buy
22,733
+1,285
+6% +$54K 0.01% 1443
2020
Q4 		$881K Buy
21,448
+1,886
+10% +$76.4K 0.01% 1392
2020
Q3 		$749K Buy
+19,562
New +$782K 0.01% 1354

Other funds holding TOLZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Cambridge Investment Research Advisors's TOLZ Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) stake by 5.5% in Q1 2026, selling an estimated $13K and leaving 3,854 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #3545.

Cambridge Investment Research Advisors first reported a position in TOLZ in Q3 2020 and has held it in 23 quarters since. The position peaked at $989K in Q1 2021. 62 funds tracked by Wall St. Rank hold TOLZ as of Q1 2026.

  • Cambridge Investment Research Advisors held 3,854 shares of ProShares DJ Brookfield Global Infrastructure ETF worth $231K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 223 ProShares DJ Brookfield Global Infrastructure ETF shares in Q1 2026, an estimated $13K.
  • ProShares DJ Brookfield Global Infrastructure ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3545 holding.
  • Cambridge Investment Research Advisors first reported a position in ProShares DJ Brookfield Global Infrastructure ETF in Q3 2020 and has held it in 23 quarters since.
  • Cambridge Investment Research Advisors's ProShares DJ Brookfield Global Infrastructure ETF position peaked at $989K in Q1 2021.
  • 62 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.