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 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%	+$2.67K	﹤0.01%	995
2024 Q3	$179K	Buy	10,173 +100	+1%	+$1.59K	﹤0.01%	952
2024 Q2	$152K	Buy	+10,073	New	+$149K	﹤0.01%	829

Other funds holding DTCR

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Perigon Wealth Management's DTCR Position: Q2 2026 in Review

Perigon Wealth Management increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 248% in Q2 2026, buying an estimated $677K and bringing the position to 32,164 shares worth $977K. The position accounts for 0.02% of the portfolio, ranked #603.

Perigon Wealth Management first reported a position in DTCR in Q2 2024 and has held it in 6 quarters since. 294 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

Perigon Wealth Management held 32,164 shares of Global X Data Center & Digital Infrastructure ETF worth $977K as of Q2 2026.
Perigon Wealth Management bought 22,929 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $677K.
Global X Data Center & Digital Infrastructure ETF made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #603 holding.
Perigon Wealth Management first reported a position in Global X Data Center & Digital Infrastructure ETF in Q2 2024 and has held it in 6 quarters since.
294 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.