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United Capital Financial Advisors’s ProShares DJ Brookfield Global Infrastructure ETF TOLZ Stock Holding History

United Capital Financial Advisors’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
Q1 		$1.33M Sell
22,165
-4,672
-17% -$273K 0.01% 664
2025
Q4 		$1.45M Buy
+26,837
New +$1.45M 0.01% 621

Other funds holding TOLZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 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 $67.6B AUM 18.3% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

United Capital Financial Advisors's TOLZ Position: Q1 2026 in Review

United Capital Financial Advisors reduced its ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) stake by 17% in Q1 2026, selling an estimated $273K and leaving 22,165 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #664.

United Capital Financial Advisors first reported a position in TOLZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.45M in Q4 2025. 62 funds tracked by Wall St. Rank hold TOLZ as of Q1 2026.

  • United Capital Financial Advisors held 22,165 shares of ProShares DJ Brookfield Global Infrastructure ETF worth $1.33M as of Q1 2026.
  • United Capital Financial Advisors sold 4,672 ProShares DJ Brookfield Global Infrastructure ETF shares in Q1 2026, an estimated $273K.
  • ProShares DJ Brookfield Global Infrastructure ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #664 holding.
  • United Capital Financial Advisors first reported a position in ProShares DJ Brookfield Global Infrastructure ETF in Q4 2025 and has held it in 2 quarters since.
  • United Capital Financial Advisors's ProShares DJ Brookfield Global Infrastructure ETF position peaked at $1.45M in Q4 2025.
  • 62 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.