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Lynx Investment Advisory’s ProShares DJ Brookfield Global Infrastructure ETF TOLZ Stock Holding History

Lynx Investment Advisory’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
2025
Q2 		– Sell
-3,830
Closed -$202K – 153
2025
Q1 		$202K Buy
+3,830
New +$194K 0.13% 143
2024
Q3 		– Sell
-3,714
Closed -$167K – 716
2024
Q2 		$167K Buy
+3,714
New +$169K 0.12% 139

Other funds holding TOLZ

AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Lynx Investment Advisory's TOLZ Position: Q2 2025 in Review

Lynx Investment Advisory sold out of ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) in Q2 2025, closing a stake of 3,830 shares — an estimated $202K sold.

Lynx Investment Advisory first reported a position in TOLZ in Q2 2024 and held it in 2 quarters. The position peaked at $202K in Q1 2025. 59 funds tracked by Wall St. Rank hold TOLZ as of Q2 2025.

  • Lynx Investment Advisory reported no remaining ProShares DJ Brookfield Global Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
  • Lynx Investment Advisory sold 3,830 ProShares DJ Brookfield Global Infrastructure ETF shares in Q2 2025, an estimated $202K.
  • Lynx Investment Advisory first reported a position in ProShares DJ Brookfield Global Infrastructure ETF in Q2 2024 and held it in 2 quarters.
  • Lynx Investment Advisory's ProShares DJ Brookfield Global Infrastructure ETF position peaked at $202K in Q1 2025.
  • 59 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q2 2025.

Based on Lynx Investment Advisory's 13F filing for Q2 2025, filed 18 Jul 2025.