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 Q2	$1.89M	Buy	62,238 +9,653	+18%	+$285K	﹤0.01%	2129
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

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

Creative Planning's DTCR Position: Q2 2026 in Review

Creative Planning increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 18% in Q2 2026, buying an estimated $285K and bringing the position to 62,238 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

Creative Planning first reported a position in DTCR in Q3 2023 and has held it in 12 quarters since. 294 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

Creative Planning held 62,238 shares of Global X Data Center & Digital Infrastructure ETF worth $1.89M as of Q2 2026.
Creative Planning bought 9,653 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $285K.
Global X Data Center & Digital Infrastructure ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2129 holding.
Creative Planning first reported a position in Global X Data Center & Digital Infrastructure ETF in Q3 2023 and has held it in 12 quarters since.
294 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.