CIBC Private Wealth Group
TOLZ icon

CIBC Private Wealth Group’s ProShares DJ Brookfield Global Infrastructure ETF TOLZ Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$113K Sell
2,096
-2,792
-57% -$151K ﹤0.01% 1447
2025
Q3 		$265K Sell
4,888
-1,321
-21% -$70.7K ﹤0.01% 1064
2025
Q2 		$334K Buy
6,209
+3,180
+105% +$170K ﹤0.01% 939
2025
Q1 		$147K Sell
3,029
-556
-16% -$28.1K ﹤0.01% 1194
2024
Q4 		$176K Buy
3,585
+576
+19% +$29.1K ﹤0.01% 1200
2024
Q3 		$152K Sell
3,009
-462
-13% -$22.4K ﹤0.01% 1316
2024
Q2 		$158K Buy
3,471
+2,063
+147% +$94.1K ﹤0.01% 1213
2024
Q1 		$64.2K Buy
+1,408
New +$63.1K ﹤0.01% 1568

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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CIBC Private Wealth Group's TOLZ Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) stake by 57% in Q4 2025, selling an estimated $151K and leaving 2,096 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

CIBC Private Wealth Group first reported a position in TOLZ in Q1 2024 and has held it in 8 quarters since. The position peaked at $334K in Q2 2025. 57 funds tracked by Wall St. Rank hold TOLZ as of Q4 2025.

  • CIBC Private Wealth Group held 2,096 shares of ProShares DJ Brookfield Global Infrastructure ETF worth $113K as of Q4 2025.
  • CIBC Private Wealth Group sold 2,792 ProShares DJ Brookfield Global Infrastructure ETF shares in Q4 2025, an estimated $151K.
  • ProShares DJ Brookfield Global Infrastructure ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1447 holding.
  • CIBC Private Wealth Group first reported a position in ProShares DJ Brookfield Global Infrastructure ETF in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's ProShares DJ Brookfield Global Infrastructure ETF position peaked at $334K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.