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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Anderson Financial Strategies's DTCR Position: Q1 2026 in Review

Anderson Financial Strategies reduced its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 14% in Q1 2026, selling an estimated $379K and leaving 98,007 shares worth $2.88M. The position accounts for 1.58% of the portfolio, ranked #17.

Anderson Financial Strategies first reported a position in DTCR in Q4 2024 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold DTCR as of Q1 2026.

Anderson Financial Strategies held 98,007 shares of Global X Data Center & Digital Infrastructure ETF worth $2.88M as of Q1 2026.
Anderson Financial Strategies sold 15,476 Global X Data Center & Digital Infrastructure ETF shares in Q1 2026, an estimated $379K.
Global X Data Center & Digital Infrastructure ETF made up 1.58% of Anderson Financial Strategies's portfolio in Q1 2026, its #17 holding.
Anderson Financial Strategies first reported a position in Global X Data Center & Digital Infrastructure ETF in Q4 2024 and has held it in 6 quarters since.
224 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q1 2026.

Based on Anderson Financial Strategies's 13F filing for Q1 2026, filed 15 May 2026.