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

Clearstead 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	$33.5K	Buy	+1,104	New	+$32.6K	﹤0.01%	1620
2023 Q3	–	Sell	-1,500	Closed	-$20.4K	–	1531
2023 Q2	$20.4K	Hold	1,500	–	–	﹤0.01%	891
2023 Q1	$19.7K	Hold	1,500	–	–	﹤0.01%	858
2022 Q4	$18.7K	Hold	1,500	–	–	﹤0.01%	812
2022 Q3	$18K	Hold	1,500	–	–	﹤0.01%	797
2022 Q2	$22K	Hold	1,500	–	–	﹤0.01%	784
2022 Q1	$25K	Buy	+1,500	New	+$24.2K	﹤0.01%	819

Other funds holding DTCR

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clearstead Advisors's DTCR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Global X Data Center & Digital Infrastructure ETF (DTCR) in Q2 2026: 1,104 shares worth $33.5K. The stake represents ﹤0.01% of the portfolio and ranks #1620 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in DTCR as recently as Q2 2023.

Clearstead Advisors first reported a position in DTCR in Q1 2022 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

Clearstead Advisors held 1,104 shares of Global X Data Center & Digital Infrastructure ETF worth $33.5K as of Q2 2026.
Global X Data Center & Digital Infrastructure ETF was a new Clearstead Advisors position in Q2 2026.
Global X Data Center & Digital Infrastructure ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1620 holding.
Clearstead Advisors first reported a position in Global X Data Center & Digital Infrastructure ETF in Q1 2022 and has held it in 7 quarters since.
294 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.