FEG
TOLZ icon

Financial Enhancement Group’s ProShares DJ Brookfield Global Infrastructure ETF TOLZ Stock Holding History

Financial Enhancement 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
2022
Q4 		– Sell
-220
Closed -$9K – 302
2022
Q3 		$9K Buy
+220
New +$10.3K ﹤0.01% 196

Other funds holding TOLZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
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
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Financial Enhancement Group's TOLZ Position: Q4 2022 in Review

Financial Enhancement Group sold out of ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) in Q4 2022, closing a stake of 220 shares — an estimated $9K sold.

Financial Enhancement Group first reported a position in TOLZ in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 57 funds tracked by Wall St. Rank hold TOLZ as of Q4 2022.

  • Financial Enhancement Group reported no remaining ProShares DJ Brookfield Global Infrastructure ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 220 ProShares DJ Brookfield Global Infrastructure ETF shares in Q4 2022, an estimated $9K.
  • Financial Enhancement Group first reported a position in ProShares DJ Brookfield Global Infrastructure ETF in Q3 2022 and held it in 1 quarter.
  • Financial Enhancement Group's ProShares DJ Brookfield Global Infrastructure ETF position peaked at $9K in Q3 2022.
  • 57 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.