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Essex Financial Services’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Essex Financial Services’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 		$1.74M Buy
57,309
+29,940
+109% +$884K 0.09% 207
2026
Q1 		$656K Buy
27,369
+9,095
+50% +$222K 0.04% 380
2025
Q4 		$386K Buy
18,274
+7,274
+66% +$155K 0.02% 524
2025
Q3 		$225K Buy
+11,000
New +$211K 0.01% 677

Other funds holding DTCR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

Essex Financial Services's DTCR Position: Q2 2026 in Review

Essex Financial Services increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 109% in Q2 2026, buying an estimated $884K and bringing the position to 57,309 shares worth $1.74M. The position accounts for 0.09% of the portfolio, ranked #207.

Essex Financial Services first reported a position in DTCR in Q3 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

  • Essex Financial Services held 57,309 shares of Global X Data Center & Digital Infrastructure ETF worth $1.74M as of Q2 2026.
  • Essex Financial Services bought 29,940 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $884K.
  • Global X Data Center & Digital Infrastructure ETF made up 0.09% of Essex Financial Services's portfolio in Q2 2026, its #207 holding.
  • Essex Financial Services first reported a position in Global X Data Center & Digital Infrastructure ETF in Q3 2025 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.