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

Centurion 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	$1.74M	Sell	57,456 -22,681	-28%	-$670K	0.42%	59
2026 Q1	$1.92M	Sell	80,137 -216,719	-73%	-$5.3M	0.43%	57
2025 Q4	$6.26M	Buy	296,856 +6,392	+2%	+$136K	1.38%	19
2025 Q3	$5.95M	Buy	290,464 +30,234	+12%	+$579K	1.36%	17
2025 Q2	$4.85M	Buy	260,230 +53,327	+26%	+$908K	1.39%	17
2025 Q1	$3.42M	Hold	206,903	–	–	1.07%	23
2024 Q4	$3.42M	Buy	206,903 +2,015	+1%	+$34.8K	1.07%	23
2024 Q3	$3.61M	Buy	+204,888	New	+$3.27M	1.15%	20

Other funds holding DTCR

Paller Financial Services Centennial, Colorado $134M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM