IFG
DTCR icon

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

Independent Financial 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
Q2 		$4.3M Buy
141,684
+41,614
+42% +$1.23M 0.08% 241
2026
Q1 		$2.4M Buy
100,070
+10,895
+12% +$266K 0.05% 360
2025
Q4 		$1.88M Buy
89,175
+21,575
+32% +$460K 0.04% 409
2025
Q3 		$1.38M Buy
+67,600
New +$1.3M 0.03% 506

Other funds holding DTCR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Financial Group's DTCR Position: Q2 2026 in Review

Independent Financial Group increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 42% in Q2 2026, buying an estimated $1.23M and bringing the position to 141,684 shares worth $4.3M. The position accounts for 0.08% of the portfolio, ranked #241.

Independent Financial Group first reported a position in DTCR in Q3 2025 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

  • Independent Financial Group held 141,684 shares of Global X Data Center & Digital Infrastructure ETF worth $4.3M as of Q2 2026.
  • Independent Financial Group bought 41,614 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $1.23M.
  • Global X Data Center & Digital Infrastructure ETF made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #241 holding.
  • Independent Financial Group first reported a position in Global X Data Center & Digital Infrastructure ETF in Q3 2025 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.