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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM

CAPTRUST Financial Advisors's DTCR Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 46% in Q1 2026, buying an estimated $147K and bringing the position to 18,913 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

CAPTRUST Financial Advisors first reported a position in DTCR in Q3 2024 and has held it in 5 quarters since. 224 funds tracked by Wall St. Rank hold DTCR as of Q1 2026.

  • CAPTRUST Financial Advisors held 18,913 shares of Global X Data Center & Digital Infrastructure ETF worth $453K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 5,996 Global X Data Center & Digital Infrastructure ETF shares in Q1 2026, an estimated $147K.
  • Global X Data Center & Digital Infrastructure ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2100 holding.
  • CAPTRUST Financial Advisors first reported a position in Global X Data Center & Digital Infrastructure ETF in Q3 2024 and has held it in 5 quarters since.
  • 224 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q1 2026.

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