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

Paladin Wealth’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	$976K	Buy	16,464 +1,787	+12%	+$108K	0.57%	57
2026 Q1	$880K	Buy	14,677 +1,792	+14%	+$105K	0.61%	53
2025 Q4	$698K	Buy	12,885 +3,135	+32%	+$169K	0.48%	73
2025 Q3	$528K	Buy	9,750 +2,164	+29%	+$116K	0.38%	93
2025 Q2	$409K	Buy	7,586 +764	+11%	+$40.8K	0.32%	100
2025 Q1	$359K	Buy	+6,822	New	+$345K	0.32%	93

Other funds holding TOLZ

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

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

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Paladin Wealth's TOLZ Position: Q2 2026 in Review

Paladin Wealth increased its ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) stake by 12% in Q2 2026, buying an estimated $108K and bringing the position to 16,464 shares worth $976K. The position accounts for 0.57% of the portfolio, ranked #57.

Paladin Wealth first reported a position in TOLZ in Q1 2025 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold TOLZ as of Q2 2026.

Paladin Wealth held 16,464 shares of ProShares DJ Brookfield Global Infrastructure ETF worth $976K as of Q2 2026.
Paladin Wealth bought 1,787 ProShares DJ Brookfield Global Infrastructure ETF shares in Q2 2026, an estimated $108K.
ProShares DJ Brookfield Global Infrastructure ETF made up 0.57% of Paladin Wealth's portfolio in Q2 2026, its #57 holding.
Paladin Wealth first reported a position in ProShares DJ Brookfield Global Infrastructure ETF in Q1 2025 and has held it in 6 quarters since.
12 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.