Carson Wealth (CWM LLC)
TOLZ icon

Carson Wealth (CWM LLC)’s ProShares DJ Brookfield Global Infrastructure ETF TOLZ Stock Holding History

Carson Wealth (CWM LLC)’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 		$960 Buy
+16
New +$934 ﹤0.01% 5403
2024
Q1 		– Sell
-163
Closed -$7K – 4747
2023
Q4 		$7K Buy
+163
New +$7.03K ﹤0.01% 3377
2022
Q2 		– Sell
-77
Closed -$4K – 4099
2022
Q1 		$4K Buy
+77
New +$3.65K ﹤0.01% 2969

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 $1.83B AUM 18.24% 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 $1.12B AUM 24.94% 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

Carson Wealth (CWM LLC)'s TOLZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) in Q1 2026: 16 shares worth $960. The stake represents ﹤0.01% of the portfolio and ranks #5403 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in TOLZ as recently as Q4 2023.

Carson Wealth (CWM LLC) first reported a position in TOLZ in Q1 2022 and has held it in 3 quarters since. The position peaked at $7K in Q4 2023. 62 funds tracked by Wall St. Rank hold TOLZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16 shares of ProShares DJ Brookfield Global Infrastructure ETF worth $960 as of Q1 2026.
  • ProShares DJ Brookfield Global Infrastructure ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • ProShares DJ Brookfield Global Infrastructure ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5403 holding.
  • Carson Wealth (CWM LLC) first reported a position in ProShares DJ Brookfield Global Infrastructure ETF in Q1 2022 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s ProShares DJ Brookfield Global Infrastructure ETF position peaked at $7K in Q4 2023.
  • 62 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.