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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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 $80.9B AUM 26.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $214M AUM 41.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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. 60 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.
  • 60 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.