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

CreativeOne Wealth’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	$2.23M	Sell	73,338 -4,568	-6%	-$135K	0.05%	331
2026 Q1	$1.87M	Buy	77,906 +23,576	+43%	+$577K	0.04%	373
2025 Q4	$1.15M	Sell	54,330 -14,247	-21%	-$304K	0.03%	502
2025 Q3	$1.4M	Sell	68,577 -20,623	-23%	-$395K	0.03%	431
2025 Q2	$1.66M	Sell	89,200 -14,696	-14%	-$250K	0.04%	393
2025 Q1	$1.69M	Buy	103,896 +29,798	+40%	+$515K	0.05%	334
2024 Q4	$1.23M	Sell	74,098 -15,806	-18%	-$273K	0.04%	411
2024 Q3	$1.58M	Buy	+89,904	New	+$1.43M	0.05%	314

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

CreativeOne Wealth's DTCR Position: Q2 2026 in Review

CreativeOne Wealth reduced its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 5.9% in Q2 2026, selling an estimated $135K and leaving 73,338 shares worth $2.23M. The position accounts for 0.05% of the portfolio, ranked #331.

CreativeOne Wealth first reported a position in DTCR in Q3 2024 and has held it in 8 quarters since. 294 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

CreativeOne Wealth held 73,338 shares of Global X Data Center & Digital Infrastructure ETF worth $2.23M as of Q2 2026.
CreativeOne Wealth sold 4,568 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $135K.
Global X Data Center & Digital Infrastructure ETF made up 0.05% of CreativeOne Wealth's portfolio in Q2 2026, its #331 holding.
CreativeOne Wealth first reported a position in Global X Data Center & Digital Infrastructure ETF in Q3 2024 and has held it in 8 quarters since.
294 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.