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

CAPTRUST 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
2026
Q2 		$991K Buy
32,632
+13,719
+73% +$405K ﹤0.01% 1746
2026
Q1 		$453K Buy
18,913
+5,996
+46% +$147K ﹤0.01% 2100
2025
Q4 		$273K Buy
12,917
+536
+4% +$11.4K ﹤0.01% 2320
2025
Q3 		$254K Buy
+12,381
New +$237K ﹤0.01% 2289
2025
Q1 		– Sell
-13,074
Closed -$216K – 2466
2024
Q4 		$216K Buy
13,074
+2,949
+29% +$50.9K ﹤0.01% 2101
2024
Q3 		$178K Buy
+10,125
New +$161K ﹤0.01% 2150

Other funds holding DTCR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors's DTCR Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 73% in Q2 2026, buying an estimated $405K and bringing the position to 32,632 shares worth $991K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

CAPTRUST Financial Advisors first reported a position in DTCR in Q3 2024 and has held it in 6 quarters since. 294 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

  • CAPTRUST Financial Advisors held 32,632 shares of Global X Data Center & Digital Infrastructure ETF worth $991K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 13,719 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $405K.
  • Global X Data Center & Digital Infrastructure ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1746 holding.
  • CAPTRUST Financial Advisors first reported a position in Global X Data Center & Digital Infrastructure ETF in Q3 2024 and has held it in 6 quarters since.
  • 294 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.