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

Golden State Wealth Management’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	$20K	Sell	657 -80	-11%	-$2.36K	﹤0.01%	948
2026 Q1	$17.7K	Buy	737 +2	+0.3%	+$49	﹤0.01%	945
2025 Q4	$15.5K	Sell	735 -424	-37%	-$9.04K	﹤0.01%	987
2025 Q3	$23.7K	Hold	1,159	–	–	﹤0.01%	878
2025 Q2	$21.6K	Buy	1,159 +499	+76%	+$8.5K	﹤0.01%	866
2025 Q1	$10.7K	Buy	+660	New	+$11.4K	﹤0.01%	980

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 Wealth Management's DTCR Position: Q2 2026 in Review

Golden State Wealth Management reduced its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 11% in Q2 2026, selling an estimated $2.36K and leaving 657 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Golden State Wealth Management first reported a position in DTCR in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.7K in Q3 2025. 294 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

Golden State Wealth Management held 657 shares of Global X Data Center & Digital Infrastructure ETF worth $20K as of Q2 2026.
Golden State Wealth Management sold 80 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $2.36K.
Global X Data Center & Digital Infrastructure ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #948 holding.
Golden State Wealth Management first reported a position in Global X Data Center & Digital Infrastructure ETF in Q1 2025 and has held it in 6 quarters since.
Golden State Wealth Management's Global X Data Center & Digital Infrastructure ETF position peaked at $23.7K in Q3 2025.
294 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.