Lakeshore Financial Planning’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Lakeshore Financial Planning’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	$1.56M	Buy	+51,381	New	+$1.52M	0.5%	22

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

Lakeshore Financial Planning's DTCR Position: Q2 2026 in Review

Lakeshore Financial Planning opened a new position in Global X Data Center & Digital Infrastructure ETF (DTCR) in Q2 2026: 51,381 shares worth $1.56M. The stake represents 0.5% of the portfolio and ranks #22 among its holdings.

293 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

Lakeshore Financial Planning held 51,381 shares of Global X Data Center & Digital Infrastructure ETF worth $1.56M as of Q2 2026.
Global X Data Center & Digital Infrastructure ETF was a new Lakeshore Financial Planning position in Q2 2026.
Global X Data Center & Digital Infrastructure ETF made up 0.5% of Lakeshore Financial Planning's portfolio in Q2 2026, its #22 holding.
293 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.