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

SIMA Wealth Partners’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
2024
Q3 		– Sell
-171
Closed -$7.69K – 167
2024
Q2 		$7.69K Buy
+171
New +$7.8K 0.01% 130

Other funds holding TOLZ

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AWM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

SIMA Wealth Partners's TOLZ Position: Q3 2024 in Review

SIMA Wealth Partners sold out of ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) in Q3 2024, closing a stake of 171 shares — an estimated $7.69K sold.

SIMA Wealth Partners first reported a position in TOLZ in Q2 2024 and held it in 1 quarter. The position peaked at $7.69K in Q2 2024. 49 funds tracked by Wall St. Rank hold TOLZ as of Q3 2024.

  • SIMA Wealth Partners reported no remaining ProShares DJ Brookfield Global Infrastructure ETF position as of Q3 2024 after selling out during the quarter.
  • SIMA Wealth Partners sold 171 ProShares DJ Brookfield Global Infrastructure ETF shares in Q3 2024, an estimated $7.69K.
  • SIMA Wealth Partners first reported a position in ProShares DJ Brookfield Global Infrastructure ETF in Q2 2024 and held it in 1 quarter.
  • SIMA Wealth Partners's ProShares DJ Brookfield Global Infrastructure ETF position peaked at $7.69K in Q2 2024.
  • 49 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q3 2024.

Based on SIMA Wealth Partners's 13F filing for Q3 2024, filed 15 Jun 2026.