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Milestone Asset Management Group’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Milestone Asset Management Group’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 		$288K Buy
12,020
+22
+0.2% +$538 0.17% 102
2025
Q4 		$253K Sell
11,998
-312
-3% -$6.65K 0.14% 110
2025
Q3 		$252K Buy
12,310
+2,168
+21% +$41.6K 0.16% 103
2025
Q2 		$189K Buy
+10,142
New +$173K 0.14% 102

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

Milestone Asset Management Group's DTCR Position: Q1 2026 in Review

Milestone Asset Management Group increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 0.18% in Q1 2026, buying an estimated $538 and bringing the position to 12,020 shares worth $288K. The position accounts for 0.17% of the portfolio, ranked #102.

Milestone Asset Management Group first reported a position in DTCR in Q2 2025 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold DTCR as of Q1 2026.

  • Milestone Asset Management Group held 12,020 shares of Global X Data Center & Digital Infrastructure ETF worth $288K as of Q1 2026.
  • Milestone Asset Management Group bought 22 Global X Data Center & Digital Infrastructure ETF shares in Q1 2026, an estimated $538.
  • Global X Data Center & Digital Infrastructure ETF made up 0.17% of Milestone Asset Management Group's portfolio in Q1 2026, its #102 holding.
  • Milestone Asset Management Group first reported a position in Global X Data Center & Digital Infrastructure ETF in Q2 2025 and has held it in 4 quarters since.
  • 224 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.