Keystone Financial Group (Kentucky)’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Keystone Financial Group (Kentucky)’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	$476K	Buy	15,672 +2,342	+18%	+$69.2K	0.03%	339
2026 Q1	$319K	Buy	13,330 +676	+5%	+$16.5K	0.02%	385
2025 Q4	$267K	Buy	12,654 +705	+6%	+$15K	0.02%	376
2025 Q3	$245K	Buy	+11,949	New	+$229K	0.02%	365

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

Keystone Financial Group (Kentucky)'s DTCR Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 18% in Q2 2026, buying an estimated $69.2K and bringing the position to 15,672 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #339.

Keystone Financial Group (Kentucky) first reported a position in DTCR in Q3 2025 and has held it in 4 quarters since. 295 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

Keystone Financial Group (Kentucky) held 15,672 shares of Global X Data Center & Digital Infrastructure ETF worth $476K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 2,342 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $69.2K.
Global X Data Center & Digital Infrastructure ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #339 holding.
Keystone Financial Group (Kentucky) first reported a position in Global X Data Center & Digital Infrastructure ETF in Q3 2025 and has held it in 4 quarters since.
295 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.