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 Q3	$445K	Hold	16,414	–	–	0.02%	240
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

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

Klingman & Associates's DTCR Position: Q3 2026 in Review

Klingman & Associates held its Global X Data Center & Digital Infrastructure ETF (DTCR) position steady in Q3 2026 at 16,414 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #240.

Klingman & Associates first reported a position in DTCR in Q2 2024 and has held it in 10 quarters since. The position peaked at $498K in Q2 2026. 68 funds tracked by Wall St. Rank hold DTCR as of Q3 2026.

Klingman & Associates held 16,414 shares of Global X Data Center & Digital Infrastructure ETF worth $445K as of Q3 2026.
Klingman & Associates left its Global X Data Center & Digital Infrastructure ETF share count unchanged in Q3 2026.
Global X Data Center & Digital Infrastructure ETF made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #240 holding.
Klingman & Associates first reported a position in Global X Data Center & Digital Infrastructure ETF in Q2 2024 and has held it in 10 quarters since.
Klingman & Associates's Global X Data Center & Digital Infrastructure ETF position peaked at $498K in Q2 2026.
68 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.