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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
Q2 		$365K Hold
12,020
– – 0.18% 102
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

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

Milestone Asset Management Group's DTCR Position: Q2 2026 in Review

Milestone Asset Management Group held its Global X Data Center & Digital Infrastructure ETF (DTCR) position steady in Q2 2026 at 12,020 shares worth $365K. The position accounts for 0.18% of the portfolio, ranked #102.

Milestone Asset Management Group first reported a position in DTCR in Q2 2025 and has held it in 5 quarters since. 294 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

  • Milestone Asset Management Group held 12,020 shares of Global X Data Center & Digital Infrastructure ETF worth $365K as of Q2 2026.
  • Milestone Asset Management Group left its Global X Data Center & Digital Infrastructure ETF share count unchanged in Q2 2026.
  • Global X Data Center & Digital Infrastructure ETF made up 0.18% of Milestone Asset Management Group's portfolio in Q2 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 5 quarters since.
  • 294 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.