Jones Financial Companies
TOLZ icon

Jones Financial Companies’s ProShares DJ Brookfield Global Infrastructure ETF TOLZ Stock Holding History

Jones Financial Companies’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
2024
Q4 		– Sell
-31
Closed -$1.57K – 3507
2024
Q3 		$1.57K Buy
+31
New +$1.5K ﹤0.01% 2727

Other funds holding TOLZ

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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
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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Jones Financial Companies's TOLZ Position: Q4 2024 in Review

Jones Financial Companies sold out of ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) in Q4 2024, closing a stake of 31 shares — an estimated $1.57K sold.

Jones Financial Companies first reported a position in TOLZ in Q3 2024 and held it in 1 quarter. The position peaked at $1.57K in Q3 2024. 46 funds tracked by Wall St. Rank hold TOLZ as of Q4 2024.

  • Jones Financial Companies reported no remaining ProShares DJ Brookfield Global Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
  • Jones Financial Companies sold 31 ProShares DJ Brookfield Global Infrastructure ETF shares in Q4 2024, an estimated $1.57K.
  • Jones Financial Companies first reported a position in ProShares DJ Brookfield Global Infrastructure ETF in Q3 2024 and held it in 1 quarter.
  • Jones Financial Companies's ProShares DJ Brookfield Global Infrastructure ETF position peaked at $1.57K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q4 2024.

Based on Jones Financial Companies's 13F filing for Q4 2024, filed 6 Feb 2025.