CWM
DTCR icon

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

Congress 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
2025
Q2 		$318K Buy
17,059
+50
+0.3% +$852 ﹤0.01% 1051
2025
Q1 		$277K Buy
+17,009
New +$294K ﹤0.01% 957

Other funds holding DTCR

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
HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Congress Wealth Management's DTCR Position: Q2 2025 in Review

Congress Wealth Management increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 0.29% in Q2 2025, buying an estimated $852 and bringing the position to 17,059 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Congress Wealth Management first reported a position in DTCR in Q1 2025 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold DTCR as of Q2 2025.

  • Congress Wealth Management held 17,059 shares of Global X Data Center & Digital Infrastructure ETF worth $318K as of Q2 2025.
  • Congress Wealth Management bought 50 Global X Data Center & Digital Infrastructure ETF shares in Q2 2025, an estimated $852.
  • Global X Data Center & Digital Infrastructure ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1051 holding.
  • Congress Wealth Management first reported a position in Global X Data Center & Digital Infrastructure ETF in Q1 2025 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.