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

IHT 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
2024 Q3	–	Sell	-120,811	Closed	-$1.82M	–	1192
2024 Q2	$1.82M	Buy	120,811 +85,323	+240%	+$1.26M	0.07%	274
2024 Q1	$552K	Sell	35,488 -2,309	-6%	-$34.6K	0.02%	596
2023 Q4	$554K	Sell	37,797 -5,031	-12%	-$67.7K	0.02%	564
2023 Q3	$545K	Sell	42,828 -82	-0.2%	-$1.1K	0.03%	526
2023 Q2	$584K	Sell	42,910 -5,850	-12%	-$76.1K	0.03%	495
2023 Q1	$641K	Sell	48,760 -2,250	-4%	-$29.6K	0.04%	434
2022 Q4	$637K	Sell	51,010 -16,400	-24%	-$205K	0.04%	410
2022 Q3	$828K	Buy	67,410 +2,470	+4%	+$36.2K	0.06%	318
2022 Q2	$961K	Buy	64,940 +2,080	+3%	+$32.2K	0.08%	246
2022 Q1	$1.04M	Buy	62,860 +5,475	+10%	+$88.3K	0.08%	248
2021 Q4	$1.06M	Buy	+57,385	New	+$1.01M	0.08%	244

Other funds holding DTCR

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

IHT Wealth Management's DTCR Position: Q3 2024 in Review

IHT Wealth Management sold out of Global X Data Center & Digital Infrastructure ETF (DTCR) in Q3 2024, closing a stake of 120,811 shares — an estimated $1.82M sold.

IHT Wealth Management first reported a position in DTCR in Q4 2021 and held it in 11 quarters. The position peaked at $1.82M in Q2 2024. 56 funds tracked by Wall St. Rank hold DTCR as of Q3 2024.

IHT Wealth Management reported no remaining Global X Data Center & Digital Infrastructure ETF position as of Q3 2024 after selling out during the quarter.
IHT Wealth Management sold 120,811 Global X Data Center & Digital Infrastructure ETF shares in Q3 2024, an estimated $1.82M.
IHT Wealth Management first reported a position in Global X Data Center & Digital Infrastructure ETF in Q4 2021 and held it in 11 quarters.
IHT Wealth Management's Global X Data Center & Digital Infrastructure ETF position peaked at $1.82M in Q2 2024.
56 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q3 2024.

Based on IHT Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.