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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
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

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM

Klingman & Associates's DTCR Position: Q1 2026 in Review

Klingman & Associates held its Global X Data Center & Digital Infrastructure ETF (DTCR) position steady in Q1 2026 at 16,414 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #228.

Klingman & Associates first reported a position in DTCR in Q2 2024 and has held it in 8 quarters since. 224 funds tracked by Wall St. Rank hold DTCR as of Q1 2026.

  • Klingman & Associates held 16,414 shares of Global X Data Center & Digital Infrastructure ETF worth $393K as of Q1 2026.
  • Klingman & Associates left its Global X Data Center & Digital Infrastructure ETF share count unchanged in Q1 2026.
  • Global X Data Center & Digital Infrastructure ETF made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #228 holding.
  • Klingman & Associates first reported a position in Global X Data Center & Digital Infrastructure ETF in Q2 2024 and has held it in 8 quarters since.
  • 224 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.