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Integrated Wealth Concepts’s ProShares DJ Brookfield Global Infrastructure ETF TOLZ Stock Holding History

Integrated Wealth Concepts’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
2026
Q2 		$14K Buy
+236
New +$14.3K ﹤0.01% 4354

Other funds holding TOLZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $214M AUM 41.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrated Wealth Concepts's TOLZ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) in Q2 2026: 236 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #4354 among its holdings.

60 funds tracked by Wall St. Rank hold TOLZ as of Q2 2026.

  • Integrated Wealth Concepts held 236 shares of ProShares DJ Brookfield Global Infrastructure ETF worth $14K as of Q2 2026.
  • ProShares DJ Brookfield Global Infrastructure ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • ProShares DJ Brookfield Global Infrastructure ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4354 holding.
  • 60 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.