Creative Planning
DTCR icon

Creative Planning’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Creative Planning’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
Q1 		$1.26M Buy
52,585
+4,076
+8% +$99.7K ﹤0.01% 2270
2025
Q4 		$1.02M Buy
48,509
+12,381
+34% +$264K ﹤0.01% 2262
2025
Q3 		$740K Buy
36,128
+1,073
+3% +$20.6K ﹤0.01% 2394
2025
Q2 		$653K Buy
35,055
+4,121
+13% +$70.2K ﹤0.01% 2229
2025
Q1 		$503K Buy
30,934
+11,702
+61% +$202K ﹤0.01% 2284
2024
Q4 		$318K Sell
19,232
-5,560
-22% -$96K ﹤0.01% 2612
2024
Q3 		$437K Sell
24,792
-1,000
-4% -$15.9K ﹤0.01% 2227
2024
Q2 		$388K Buy
25,792
+1,000
+4% +$14.8K ﹤0.01% 2153
2024
Q1 		$386K Hold
24,792
– – ﹤0.01% 2046
2023
Q4 		$363K Hold
24,792
– – ﹤0.01% 1948
2023
Q3 		$315K Buy
+24,792
New +$332K ﹤0.01% 1897

Other funds holding DTCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

Creative Planning's DTCR Position: Q1 2026 in Review

Creative Planning increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 8.4% in Q1 2026, buying an estimated $99.7K and bringing the position to 52,585 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2270.

Creative Planning first reported a position in DTCR in Q3 2023 and has held it in 11 quarters since. 224 funds tracked by Wall St. Rank hold DTCR as of Q1 2026.

  • Creative Planning held 52,585 shares of Global X Data Center & Digital Infrastructure ETF worth $1.26M as of Q1 2026.
  • Creative Planning bought 4,076 Global X Data Center & Digital Infrastructure ETF shares in Q1 2026, an estimated $99.7K.
  • Global X Data Center & Digital Infrastructure ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2270 holding.
  • Creative Planning first reported a position in Global X Data Center & Digital Infrastructure ETF in Q3 2023 and has held it in 11 quarters since.
  • 224 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.