KWM
TOLZ icon

Kingsview Wealth Management’s ProShares DJ Brookfield Global Infrastructure ETF TOLZ Stock Holding History

Kingsview Wealth Management’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
2021
Q4 		– Sell
-17,148
Closed -$774K – 1044
2021
Q3 		$774K Buy
+17,148
New +$800K 0.04% 446

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AWM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kingsview Wealth Management's TOLZ Position: Q4 2021 in Review

Kingsview Wealth Management sold out of ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) in Q4 2021, closing a stake of 17,148 shares — an estimated $774K sold.

Kingsview Wealth Management first reported a position in TOLZ in Q3 2021 and held it in 1 quarter. The position peaked at $774K in Q3 2021. 59 funds tracked by Wall St. Rank hold TOLZ as of Q4 2021.

  • Kingsview Wealth Management reported no remaining ProShares DJ Brookfield Global Infrastructure ETF position as of Q4 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 17,148 ProShares DJ Brookfield Global Infrastructure ETF shares in Q4 2021, an estimated $774K.
  • Kingsview Wealth Management first reported a position in ProShares DJ Brookfield Global Infrastructure ETF in Q3 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's ProShares DJ Brookfield Global Infrastructure ETF position peaked at $774K in Q3 2021.
  • 59 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q4 2021.

Based on Kingsview Wealth Management's 13F filing for Q4 2021, filed 17 Feb 2022.