Klingman & Associates’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Klingman & Associates’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	$498K	Hold	16,414	–	–	0.02%	202
2026 Q1	$393K	Hold	16,414	–	–	0.02%	228
2025 Q4	$346K	Hold	16,414	–	–	0.02%	238
2025 Q3	$336K	Hold	16,414	–	–	0.02%	239
2025 Q2	$306K	Hold	16,414	–	–	0.02%	239
2025 Q1	$267K	Hold	16,414	–	–	0.02%	230
2024 Q4	$272K	Hold	16,414	–	–	0.02%	215
2024 Q3	$289K	Hold	16,414	–	–	0.02%	217
2024 Q2	$247K	Buy	+16,414	New	+$243K	0.02%	216

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

Klingman & Associates's DTCR Position: Q2 2026 in Review

Klingman & Associates held its Global X Data Center & Digital Infrastructure ETF (DTCR) position steady in Q2 2026 at 16,414 shares worth $498K. The position accounts for 0.02% of the portfolio, ranked #202.

Klingman & Associates first reported a position in DTCR in Q2 2024 and has held it in 9 quarters since. 294 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

Klingman & Associates held 16,414 shares of Global X Data Center & Digital Infrastructure ETF worth $498K as of Q2 2026.
Klingman & Associates left its Global X Data Center & Digital Infrastructure ETF share count unchanged in Q2 2026.
Global X Data Center & Digital Infrastructure ETF made up 0.02% of Klingman & Associates's portfolio in Q2 2026, its #202 holding.
Klingman & Associates first reported a position in Global X Data Center & Digital Infrastructure ETF in Q2 2024 and has held it in 9 quarters since.
294 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.