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
2023 Q3	–	Sell	-1,500	Closed	-$20.4K	–	1574
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

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

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SPW

Sonoma Private Wealth Sonoma, California $81.2M AUM 22.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clearstead Advisors's DTCR Position: Q3 2023 in Review

Clearstead Advisors sold out of Global X Data Center & Digital Infrastructure ETF (DTCR) in Q3 2023, closing a stake of 1,500 shares — an estimated $20.4K sold.

Clearstead Advisors first reported a position in DTCR in Q1 2022 and held it in 6 quarters. The position peaked at $25K in Q1 2022. 20 funds tracked by Wall St. Rank hold DTCR as of Q3 2023.

Clearstead Advisors reported no remaining Global X Data Center & Digital Infrastructure ETF position as of Q3 2023 after selling out during the quarter.
Clearstead Advisors sold 1,500 Global X Data Center & Digital Infrastructure ETF shares in Q3 2023, an estimated $20.4K.
Clearstead Advisors first reported a position in Global X Data Center & Digital Infrastructure ETF in Q1 2022 and held it in 6 quarters.
Clearstead Advisors's Global X Data Center & Digital Infrastructure ETF position peaked at $25K in Q1 2022.
20 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q3 2023.

Based on Clearstead Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.