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

Copia 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 		$1.24M Buy
40,845
+7,299
+22% +$216K 0.75% 37
2026
Q1 		$804K Buy
33,546
+23,918
+248% +$585K 0.55% 46
2025
Q4 		$203K Buy
+9,628
New +$205K 0.15% 99

Other funds holding DTCR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Copia Wealth Management's DTCR Position: Q2 2026 in Review

Copia Wealth Management increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 22% in Q2 2026, buying an estimated $216K and bringing the position to 40,845 shares worth $1.24M. The position accounts for 0.75% of the portfolio, ranked #37.

Copia Wealth Management first reported a position in DTCR in Q4 2025 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

  • Copia Wealth Management held 40,845 shares of Global X Data Center & Digital Infrastructure ETF worth $1.24M as of Q2 2026.
  • Copia Wealth Management bought 7,299 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $216K.
  • Global X Data Center & Digital Infrastructure ETF made up 0.75% of Copia Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Copia Wealth Management first reported a position in Global X Data Center & Digital Infrastructure ETF in Q4 2025 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.