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

Herbst 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
2026 Q1	–	Sell	-12,221	Closed	-$258K	–	77
2025 Q4	$258K	Buy	12,221 +221	+2%	+$4.71K	0.15%	58
2025 Q3	$246K	Buy	12,000 +1,500	+14%	+$28.8K	0.15%	51
2025 Q2	$196K	Hold	10,500	–	–	0.12%	54
2025 Q1	$171K	Buy	+10,500	New	+$181K	0.12%	51

Other funds holding DTCR

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Herbst Group's DTCR Position: Q1 2026 in Review

Herbst Group sold out of Global X Data Center & Digital Infrastructure ETF (DTCR) in Q1 2026, closing a stake of 12,221 shares — an estimated $258K sold.

Herbst Group first reported a position in DTCR in Q1 2025 and held it in 4 quarters. The position peaked at $258K in Q4 2025. 225 funds tracked by Wall St. Rank hold DTCR as of Q1 2026.

Herbst Group reported no remaining Global X Data Center & Digital Infrastructure ETF position as of Q1 2026 after selling out during the quarter.
Herbst Group sold 12,221 Global X Data Center & Digital Infrastructure ETF shares in Q1 2026, an estimated $258K.
Herbst Group first reported a position in Global X Data Center & Digital Infrastructure ETF in Q1 2025 and held it in 4 quarters.
Herbst Group's Global X Data Center & Digital Infrastructure ETF position peaked at $258K in Q4 2025.
225 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q1 2026.

Based on Herbst Group's 13F filing for Q1 2026, filed 9 Apr 2026.