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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
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

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

Perigon Wealth Management's DTCR Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in Global X Data Center & Digital Infrastructure ETF (DTCR) in Q1 2026: 9,235 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1166 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in DTCR as recently as Q1 2025.

Perigon Wealth Management first reported a position in DTCR in Q2 2024 and has held it in 5 quarters since. 224 funds tracked by Wall St. Rank hold DTCR as of Q1 2026.

  • Perigon Wealth Management held 9,235 shares of Global X Data Center & Digital Infrastructure ETF worth $221K as of Q1 2026.
  • Global X Data Center & Digital Infrastructure ETF was a new Perigon Wealth Management position in Q1 2026.
  • Global X Data Center & Digital Infrastructure ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1166 holding.
  • Perigon Wealth Management first reported a position in Global X Data Center & Digital Infrastructure ETF in Q2 2024 and has held it in 5 quarters since.
  • 224 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.