Dynamic Advisor Solutions
TOLZ icon

Dynamic Advisor Solutions’s ProShares DJ Brookfield Global Infrastructure ETF TOLZ Stock Holding History

Dynamic Advisor Solutions’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
2020
Q2 		– Sell
-32,130
Closed -$1.13M – 590
2020
Q1 		$1.13M Buy
+32,130
New +$1.41M 0.21% 135

Other funds holding TOLZ

Capstone Financial Advisors
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Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Vestcor Inc
Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.56% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Wealth Architects
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Allen Capital Group
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dynamic Advisor Solutions's TOLZ Position: Q2 2020 in Review

Dynamic Advisor Solutions sold out of ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) in Q2 2020, closing a stake of 32,130 shares — an estimated $1.13M sold.

Dynamic Advisor Solutions first reported a position in TOLZ in Q1 2020 and held it in 1 quarter. The position peaked at $1.13M in Q1 2020. 32 funds tracked by Wall St. Rank hold TOLZ as of Q2 2020.

  • Dynamic Advisor Solutions reported no remaining ProShares DJ Brookfield Global Infrastructure ETF position as of Q2 2020 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 32,130 ProShares DJ Brookfield Global Infrastructure ETF shares in Q2 2020, an estimated $1.13M.
  • Dynamic Advisor Solutions first reported a position in ProShares DJ Brookfield Global Infrastructure ETF in Q1 2020 and held it in 1 quarter.
  • Dynamic Advisor Solutions's ProShares DJ Brookfield Global Infrastructure ETF position peaked at $1.13M in Q1 2020.
  • 32 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q2 2020.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2020, filed 5 Aug 2020.