Principal Financial Group
TOLZ icon

Principal Financial Group’s ProShares DJ Brookfield Global Infrastructure ETF TOLZ Stock Holding History

Principal Financial Group’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 		$952K Sell
16,055
-16,450
-51% -$996K ﹤0.01% 1947
2026
Q1 		$1.95M Buy
32,505
+16,442
+102% +$960K ﹤0.01% 1831
2025
Q4 		$870K Hold
16,063
– – ﹤0.01% 1976
2025
Q3 		$869K Hold
16,063
– – ﹤0.01% 1952
2025
Q2 		$865K Buy
+16,063
New +$858K ﹤0.01% 1909

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

Principal Financial Group's TOLZ Position: Q2 2026 in Review

Principal Financial Group reduced its ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) stake by 51% in Q2 2026, selling an estimated $996K and leaving 16,055 shares worth $952K. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

Principal Financial Group first reported a position in TOLZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.95M in Q1 2026. 59 funds tracked by Wall St. Rank hold TOLZ as of Q2 2026.

  • Principal Financial Group held 16,055 shares of ProShares DJ Brookfield Global Infrastructure ETF worth $952K as of Q2 2026.
  • Principal Financial Group sold 16,450 ProShares DJ Brookfield Global Infrastructure ETF shares in Q2 2026, an estimated $996K.
  • ProShares DJ Brookfield Global Infrastructure ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1947 holding.
  • Principal Financial Group first reported a position in ProShares DJ Brookfield Global Infrastructure ETF in Q2 2025 and has held it in 5 quarters since.
  • Principal Financial Group's ProShares DJ Brookfield Global Infrastructure ETF position peaked at $1.95M in Q1 2026.
  • 59 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.