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

Mark Sheptoff 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 		$48.6K Hold
1,600
– – 0.03% 186
2026
Q1 		$47.1K Buy
+1,600
New +$39.1K 0.02% 182

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

Mark Sheptoff Financial Planning's DTCR Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Global X Data Center & Digital Infrastructure ETF (DTCR) position steady in Q2 2026 at 1,600 shares worth $48.6K. The position accounts for 0.03% of the portfolio, ranked #186.

Mark Sheptoff Financial Planning first reported a position in DTCR in Q1 2026 and has held it in 2 quarters since. 294 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

  • Mark Sheptoff Financial Planning held 1,600 shares of Global X Data Center & Digital Infrastructure ETF worth $48.6K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Global X Data Center & Digital Infrastructure ETF share count unchanged in Q2 2026.
  • Global X Data Center & Digital Infrastructure ETF made up 0.03% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #186 holding.
  • Mark Sheptoff Financial Planning first reported a position in Global X Data Center & Digital Infrastructure ETF in Q1 2026 and has held it in 2 quarters since.
  • 294 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.