Perigon Wealth Management’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Perigon Wealth 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 Q3	$238K	Sell	8,782 -23,382	-73%	-$658K	﹤0.01%	1282
2026 Q2	$977K	Buy	32,164 +22,929	+248%	+$677K	0.02%	603
2026 Q1	$221K	Buy	+9,235	New	+$226K	﹤0.01%	1166
2025 Q2	–	Sell	-10,048	Closed	-$163K	–	1113
2025 Q1	$163K	Sell	10,048 -280	-3%	-$4.84K	﹤0.01%	986
2024 Q4	$175K	Buy	10,328 +155	+2%	+$2.68K	﹤0.01%	995
2024 Q3	$179K	Buy	10,173 +100	+1%	+$1.6K	﹤0.01%	952
2024 Q2	$152K	Buy	+10,073	New	+$149K	﹤0.01%	829

Other funds holding DTCR

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

Perigon Wealth Management's DTCR Position: Q3 2026 in Review

Perigon Wealth Management reduced its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 73% in Q3 2026, selling an estimated $658K and leaving 8,782 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Perigon Wealth Management first reported a position in DTCR in Q2 2024 and has held it in 7 quarters since. The position peaked at $977K in Q2 2026. 68 funds tracked by Wall St. Rank hold DTCR as of Q3 2026.

Perigon Wealth Management held 8,782 shares of Global X Data Center & Digital Infrastructure ETF worth $238K as of Q3 2026.
Perigon Wealth Management sold 23,382 Global X Data Center & Digital Infrastructure ETF shares in Q3 2026, an estimated $658K.
Global X Data Center & Digital Infrastructure ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1282 holding.
Perigon Wealth Management first reported a position in Global X Data Center & Digital Infrastructure ETF in Q2 2024 and has held it in 7 quarters since.
Perigon Wealth Management's Global X Data Center & Digital Infrastructure ETF position peaked at $977K in Q2 2026.
68 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.