Advyzon Investment Management’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Advyzon Investment Management’s Portfolio DTCR Stock Details DTCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.4M	Buy	46,258 +5,439	+13%	+$161K	0.1%	193
2026 Q1	$978K	Buy	40,819 +23,967	+142%	+$586K	0.09%	235
2025 Q4	$356K	Sell	16,852 -1,144	-6%	-$24.4K	0.04%	400
2025 Q3	$369K	Buy	17,996 +422	+2%	+$8.09K	0.06%	279
2025 Q2	$328K	Buy	17,574 +362	+2%	+$6.17K	0.07%	260
2025 Q1	$280K	Sell	17,212 -3,421	-17%	-$59.1K	0.1%	196
2024 Q4	$341K	Buy	+20,633	New	+$356K	0.13%	143

Other funds holding DTCR

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advyzon Investment Management's DTCR Position: Q2 2026 in Review

Advyzon Investment Management increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 13% in Q2 2026, buying an estimated $161K and bringing the position to 46,258 shares worth $1.4M. The position accounts for 0.1% of the portfolio, ranked #193.

Advyzon Investment Management first reported a position in DTCR in Q4 2024 and has held it in 7 quarters since. 293 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

Advyzon Investment Management held 46,258 shares of Global X Data Center & Digital Infrastructure ETF worth $1.4M as of Q2 2026.
Advyzon Investment Management bought 5,439 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $161K.
Global X Data Center & Digital Infrastructure ETF made up 0.1% of Advyzon Investment Management's portfolio in Q2 2026, its #193 holding.
Advyzon Investment Management first reported a position in Global X Data Center & Digital Infrastructure ETF in Q4 2024 and has held it in 7 quarters since.
293 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.