AWM
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Avior Wealth Management’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Avior Wealth 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 		$503K Sell
16,546
-2,127
-11% -$62.8K 0.01% 518
2026
Q1 		$447K Buy
18,673
+783
+4% +$19.2K 0.01% 556
2025
Q4 		$377K Buy
+17,890
New +$381K 0.01% 545

Other funds holding DTCR

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Avior Wealth Management's DTCR Position: Q2 2026 in Review

Avior Wealth Management reduced its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 11% in Q2 2026, selling an estimated $62.8K and leaving 16,546 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #518.

Avior Wealth Management first reported a position in DTCR in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

  • Avior Wealth Management held 16,546 shares of Global X Data Center & Digital Infrastructure ETF worth $503K as of Q2 2026.
  • Avior Wealth Management sold 2,127 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $62.8K.
  • Global X Data Center & Digital Infrastructure ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #518 holding.
  • Avior Wealth Management first reported a position in Global X Data Center & Digital Infrastructure ETF in Q4 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.