BBJS Financial Advisors’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

BBJS Financial Advisors’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
2024 Q3	$4.11M	Buy	233,140 +2,399	+1%	+$38.3K	1.47%	21
2024 Q2	$3.47M	Sell	230,741 -34,317	-13%	-$507K	1.3%	20
2024 Q1	$4.12M	Sell	265,058 -11,500	-4%	-$172K	1.47%	19
2023 Q4	$4.05M	Buy	276,558 +22,200	+9%	+$299K	1.41%	19
2023 Q3	$3.24M	Buy	+254,358	New	+$3.4M	1.23%	22

Other funds holding DTCR

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

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

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

BBJS Financial Advisors's DTCR Position: Q3 2024 in Review

BBJS Financial Advisors increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 1% in Q3 2024, buying an estimated $38.3K and bringing the position to 233,140 shares worth $4.11M. The position accounts for 1.47% of the portfolio, ranked #21.

BBJS Financial Advisors first reported a position in DTCR in Q3 2023 and has held it in 5 quarters since. The position peaked at $4.12M in Q1 2024. 56 funds tracked by Wall St. Rank hold DTCR as of Q3 2024.

BBJS Financial Advisors held 233,140 shares of Global X Data Center & Digital Infrastructure ETF worth $4.11M as of Q3 2024.
BBJS Financial Advisors bought 2,399 Global X Data Center & Digital Infrastructure ETF shares in Q3 2024, an estimated $38.3K.
Global X Data Center & Digital Infrastructure ETF made up 1.47% of BBJS Financial Advisors's portfolio in Q3 2024, its #21 holding.
BBJS Financial Advisors first reported a position in Global X Data Center & Digital Infrastructure ETF in Q3 2023 and has held it in 5 quarters since.
BBJS Financial Advisors's Global X Data Center & Digital Infrastructure ETF position peaked at $4.12M in Q1 2024.
56 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.