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

Ford Financial 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
Q1 		– Sell
-245
Closed -$11 – 468
2021
Q4 		$11 Buy
+245
New +$11.4K ﹤0.01% 331
2021
Q3 		– Sell
-241
Closed -$11K – 505
2021
Q2 		$11K Buy
+241
New +$11.1K ﹤0.01% 336

Other funds holding TOLZ

AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
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
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

Ford Financial Group's TOLZ Position: Q1 2022 in Review

Ford Financial Group sold out of ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) in Q1 2022, closing a stake of 245 shares — an estimated $11 sold.

Ford Financial Group first reported a position in TOLZ in Q2 2021 and held it in 2 quarters. The position peaked at $11K in Q2 2021. 58 funds tracked by Wall St. Rank hold TOLZ as of Q1 2022.

  • Ford Financial Group reported no remaining ProShares DJ Brookfield Global Infrastructure ETF position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 245 ProShares DJ Brookfield Global Infrastructure ETF shares in Q1 2022, an estimated $11.
  • Ford Financial Group first reported a position in ProShares DJ Brookfield Global Infrastructure ETF in Q2 2021 and held it in 2 quarters.
  • Ford Financial Group's ProShares DJ Brookfield Global Infrastructure ETF position peaked at $11K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.