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Crestwood Advisors Group’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Crestwood Advisors Group’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
Q1 		– Sell
-13,500
Closed -$223K – 516
2024
Q4 		$223K Buy
+13,500
New +$233K ﹤0.01% 435

Other funds holding DTCR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
PW
Potentia Wealth San Jose, California $259M AUM 19.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Crestwood Advisors Group's DTCR Position: Q1 2025 in Review

Crestwood Advisors Group sold out of Global X Data Center & Digital Infrastructure ETF (DTCR) in Q1 2025, closing a stake of 13,500 shares — an estimated $223K sold.

Crestwood Advisors Group first reported a position in DTCR in Q4 2024 and held it in 1 quarter. The position peaked at $223K in Q4 2024. 115 funds tracked by Wall St. Rank hold DTCR as of Q1 2025.

  • Crestwood Advisors Group reported no remaining Global X Data Center & Digital Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Crestwood Advisors Group sold 13,500 Global X Data Center & Digital Infrastructure ETF shares in Q1 2025, an estimated $223K.
  • Crestwood Advisors Group first reported a position in Global X Data Center & Digital Infrastructure ETF in Q4 2024 and held it in 1 quarter.
  • Crestwood Advisors Group's Global X Data Center & Digital Infrastructure ETF position peaked at $223K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q1 2025.

Based on Crestwood Advisors Group's 13F filing for Q1 2025, filed 5 May 2025.