Capasso Planning Partners’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Capasso Planning Partners’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
2025 Q2	–	Sell	-48,442	Closed	-$788K	–	104
2025 Q1	$788K	Buy	48,442 +10,393	+27%	+$180K	0.33%	50
2024 Q4	$630K	Buy	38,049 +2,648	+7%	+$45.7K	0.25%	61
2024 Q3	$624K	Buy	35,401 +1,317	+4%	+$21K	0.18%	83
2024 Q2	$513K	Buy	34,084 +7,689	+29%	+$114K	0.17%	84
2024 Q1	$410K	Buy	+26,395	New	+$396K	0.17%	74

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

CWM

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

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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Capasso Planning Partners's DTCR Position: Q2 2025 in Review

Capasso Planning Partners sold out of Global X Data Center & Digital Infrastructure ETF (DTCR) in Q2 2025, closing a stake of 48,442 shares — an estimated $788K sold.

Capasso Planning Partners first reported a position in DTCR in Q1 2024 and held it in 5 quarters. The position peaked at $788K in Q1 2025. 109 funds tracked by Wall St. Rank hold DTCR as of Q2 2025.

Capasso Planning Partners reported no remaining Global X Data Center & Digital Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
Capasso Planning Partners sold 48,442 Global X Data Center & Digital Infrastructure ETF shares in Q2 2025, an estimated $788K.
Capasso Planning Partners first reported a position in Global X Data Center & Digital Infrastructure ETF in Q1 2024 and held it in 5 quarters.
Capasso Planning Partners's Global X Data Center & Digital Infrastructure ETF position peaked at $788K in Q1 2025.
109 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2025.

Based on Capasso Planning Partners's 13F filing for Q2 2025, filed 6 Aug 2025.