Anderson Financial Strategies’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Anderson Financial Strategies’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	$2.39M	Sell	84,267 -13,740	-14%	-$406K	1.24%	20
2026 Q1	$2.88M	Sell	98,007 -15,476	-14%	-$379K	1.58%	17
2025 Q4	$2.39M	Buy	113,483 +26,362	+30%	+$562K	1.39%	17
2025 Q3	$1.78M	Sell	87,121 -4,303	-5%	-$82.5K	1.06%	20
2025 Q2	$1.7M	Buy	91,424 +4,340	+5%	+$73.9K	1.09%	20
2025 Q1	$1.42M	Buy	87,084 +413	+0.5%	+$7.14K	0.87%	21
2024 Q4	$1.43M	Buy	+86,671	New	+$1.5M	0.86%	20

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

Anderson Financial Strategies's DTCR Position: Q2 2026 in Review

Anderson Financial Strategies reduced its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 14% in Q2 2026, selling an estimated $406K and leaving 84,267 shares worth $2.39M. The position accounts for 1.24% of the portfolio, ranked #20.

Anderson Financial Strategies first reported a position in DTCR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.88M in Q1 2026. 294 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

Anderson Financial Strategies held 84,267 shares of Global X Data Center & Digital Infrastructure ETF worth $2.39M as of Q2 2026.
Anderson Financial Strategies sold 13,740 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $406K.
Global X Data Center & Digital Infrastructure ETF made up 1.24% of Anderson Financial Strategies's portfolio in Q2 2026, its #20 holding.
Anderson Financial Strategies first reported a position in Global X Data Center & Digital Infrastructure ETF in Q4 2024 and has held it in 7 quarters since.
Anderson Financial Strategies's Global X Data Center & Digital Infrastructure ETF position peaked at $2.88M in Q1 2026.
294 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Anderson Financial Strategies's 13F filing for Q2 2026, filed 20 Aug 2026.