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Regatta Research & Money Management’s ProShares DJ Brookfield Global Infrastructure ETF TOLZ Stock Holding History

Regatta Research & Money 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
2026
Q2 		$14.1K Buy
+238
New +$14.4K 0.01% 448

Other funds holding TOLZ

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 $80B AUM 26.12% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Regatta Research & Money Management's TOLZ Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) in Q2 2026: 238 shares worth $14.1K. The stake represents 0.01% of the portfolio and ranks #448 among its holdings.

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

  • Regatta Research & Money Management held 238 shares of ProShares DJ Brookfield Global Infrastructure ETF worth $14.1K as of Q2 2026.
  • ProShares DJ Brookfield Global Infrastructure ETF was a new Regatta Research & Money Management position in Q2 2026.
  • ProShares DJ Brookfield Global Infrastructure ETF made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #448 holding.
  • 46 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.