Golden State Equity Partners’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Golden State Equity Partners’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	–	Sell	-58,466	Closed	-$1.4M	–	1813
2026 Q1	$1.4M	Buy	+58,466	New	+$1.43M	0.11%	214
2025 Q4	–	Sell	-10,692	Closed	-$219K	–	531
2025 Q3	$219K	Buy	10,692 +550	+5%	+$10.5K	0.04%	413
2025 Q2	$189K	Sell	10,142 -665	-6%	-$11.3K	0.04%	418
2025 Q1	$176K	Buy	+10,807	New	+$187K	0.03%	414

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

Golden State Equity Partners's DTCR Position: Q2 2026 in Review

Golden State Equity Partners sold out of Global X Data Center & Digital Infrastructure ETF (DTCR) in Q2 2026, closing a stake of 58,466 shares — an estimated $1.4M sold.

Golden State Equity Partners first reported a position in DTCR in Q1 2025 and held it in 4 quarters. The position peaked at $1.4M in Q1 2026. 294 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

Golden State Equity Partners reported no remaining Global X Data Center & Digital Infrastructure ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 58,466 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $1.4M.
Golden State Equity Partners first reported a position in Global X Data Center & Digital Infrastructure ETF in Q1 2025 and held it in 4 quarters.
Golden State Equity Partners's Global X Data Center & Digital Infrastructure ETF position peaked at $1.4M in Q1 2026.
294 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.