CFD
TOLZ icon

Creative Financial Designs’s ProShares DJ Brookfield Global Infrastructure ETF TOLZ Stock Holding History

Creative Financial Designs’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
Q3 		– Sell
-8
Closed -$431 – 2127
2025
Q2 		$431 Buy
+8
New +$427 ﹤0.01% 1902

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Creative Financial Designs's TOLZ Position: Q3 2025 in Review

Creative Financial Designs sold out of ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) in Q3 2025, closing a stake of 8 shares — an estimated $431 sold.

Creative Financial Designs first reported a position in TOLZ in Q2 2025 and held it in 1 quarter. The position peaked at $431 in Q2 2025. 62 funds tracked by Wall St. Rank hold TOLZ as of Q3 2025.

  • Creative Financial Designs reported no remaining ProShares DJ Brookfield Global Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
  • Creative Financial Designs sold 8 ProShares DJ Brookfield Global Infrastructure ETF shares in Q3 2025, an estimated $431.
  • Creative Financial Designs first reported a position in ProShares DJ Brookfield Global Infrastructure ETF in Q2 2025 and held it in 1 quarter.
  • Creative Financial Designs's ProShares DJ Brookfield Global Infrastructure ETF position peaked at $431 in Q2 2025.
  • 62 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q3 2025.

Based on Creative Financial Designs's 13F filing for Q3 2025, filed 12 Nov 2025.