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

Horizon 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
2025
Q2 		– Sell
-534,864
Closed -$8.7M – 118
2025
Q1 		$8.7M Buy
+534,864
New +$9.24M 1.47% 18

Other funds holding DTCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Horizon Wealth Management's DTCR Position: Q2 2025 in Review

Horizon Wealth Management sold out of Global X Data Center & Digital Infrastructure ETF (DTCR) in Q2 2025, closing a stake of 534,864 shares — an estimated $8.7M sold.

Horizon Wealth Management first reported a position in DTCR in Q1 2025 and held it in 1 quarter. The position peaked at $8.7M in Q1 2025. 109 funds tracked by Wall St. Rank hold DTCR as of Q2 2025.

  • Horizon Wealth Management reported no remaining Global X Data Center & Digital Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
  • Horizon Wealth Management sold 534,864 Global X Data Center & Digital Infrastructure ETF shares in Q2 2025, an estimated $8.7M.
  • Horizon Wealth Management first reported a position in Global X Data Center & Digital Infrastructure ETF in Q1 2025 and held it in 1 quarter.
  • Horizon Wealth Management's Global X Data Center & Digital Infrastructure ETF position peaked at $8.7M in Q1 2025.
  • 109 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2025.

Based on Horizon Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.