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

Milestone Asset Management’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 		$269K Buy
8,847
+14
+0.2% +$414 0.04% 235
2026
Q1 		$212K Buy
+8,833
New +$216K 0.04% 225

Other funds holding DTCR

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Milestone Asset Management increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 0.16% in Q2 2026, buying an estimated $414 and bringing the position to 8,847 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #235.

Milestone Asset Management first reported a position in DTCR in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

  • Milestone Asset Management held 8,847 shares of Global X Data Center & Digital Infrastructure ETF worth $269K as of Q2 2026.
  • Milestone Asset Management bought 14 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $414.
  • Global X Data Center & Digital Infrastructure ETF made up 0.04% of Milestone Asset Management's portfolio in Q2 2026, its #235 holding.
  • Milestone Asset Management first reported a position in Global X Data Center & Digital Infrastructure ETF in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.