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L.J. Altfest & Co’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

L.J. Altfest & Co’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 		$649K Sell
21,377
-4,667
-18% -$138K 0.06% 187
2026
Q1 		$624K Hold
26,044
– – 0.07% 201
2025
Q4 		$550K Hold
26,044
– – 0.06% 208
2025
Q3 		$533K Hold
26,044
– – 0.06% 223
2025
Q2 		$485K Sell
26,044
-6,213
-19% -$106K 0.06% 220
2025
Q1 		$524K Sell
32,257
-3,426
-10% -$59.2K 0.07% 206
2024
Q4 		$591K Sell
35,683
-2,639
-7% -$45.5K 0.08% 183
2024
Q3 		$675K Sell
38,322
-10,549
-22% -$168K 0.09% 172
2024
Q2 		$736K Sell
48,871
-1,162
-2% -$17.2K 0.1% 142
2024
Q1 		$778K Sell
50,033
-2,113
-4% -$31.7K 0.11% 135
2023
Q4 		$764K Sell
52,146
-3,594
-6% -$48.3K 0.11% 136
2023
Q3 		$709K Sell
55,740
-22,913
-29% -$306K 0.11% 135
2023
Q2 		$1.07M Sell
78,653
-27,175
-26% -$354K 0.16% 100
2023
Q1 		$1.39M Sell
105,828
-1,255,206
-92% -$16.5M 0.22% 68
2022
Q4 		$17M Sell
1,361,034
-14,344
-1% -$179K 2.81% 9
2022
Q3 		$16.9M Buy
1,375,378
+12,340
+0.9% +$181K 3.17% 8
2022
Q2 		$20.2M Buy
1,363,038
+4,995
+0.4% +$77.2K 3.63% 4
2022
Q1 		$22.4M Buy
1,358,043
+525,372
+63% +$8.47M 3.99% 4
2021
Q4 		$15.4M Buy
832,671
+157,874
+23% +$2.77M 2.94% 5
2021
Q3 		$11.3M Buy
674,797
+10,819
+2% +$190K 2.37% 11
2021
Q2 		$11.4M Buy
+663,978
New +$11M 2.47% 11

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

L.J. Altfest & Co's DTCR Position: Q2 2026 in Review

L.J. Altfest & Co reduced its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 18% in Q2 2026, selling an estimated $138K and leaving 21,377 shares worth $649K. The position accounts for 0.06% of the portfolio, ranked #187.

L.J. Altfest & Co first reported a position in DTCR in Q2 2021 and has held it in 21 quarters since. The position peaked at $22.4M in Q1 2022. 294 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

  • L.J. Altfest & Co held 21,377 shares of Global X Data Center & Digital Infrastructure ETF worth $649K as of Q2 2026.
  • L.J. Altfest & Co sold 4,667 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $138K.
  • Global X Data Center & Digital Infrastructure ETF made up 0.06% of L.J. Altfest & Co's portfolio in Q2 2026, its #187 holding.
  • L.J. Altfest & Co first reported a position in Global X Data Center & Digital Infrastructure ETF in Q2 2021 and has held it in 21 quarters since.
  • L.J. Altfest & Co's Global X Data Center & Digital Infrastructure ETF position peaked at $22.4M in Q1 2022.
  • 294 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.