Phoenix Wealth Advisors’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Phoenix Wealth Advisors’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	$1.27M	Buy	52,910 +15	+0%	+$367	0.5%	45
2025 Q4	$1.12M	Sell	52,895 -158	-0.3%	-$3.37K	0.43%	50
2025 Q3	$1.09M	Buy	53,053 +26	+0%	+$498	0.42%	51
2025 Q2	$988K	Sell	53,027 -729	-1%	-$12.4K	0.41%	54
2025 Q1	$874K	Buy	53,756 +556	+1%	+$9.61K	0.38%	55
2024 Q4	$880K	Sell	53,200 -37	-0.1%	-$639	0.38%	50
2024 Q3	$938K	Buy	53,237 +280	+0.5%	+$4.46K	0.44%	50
2024 Q2	$798K	Sell	52,957 -539	-1%	-$7.96K	0.4%	56
2024 Q1	$832K	Buy	53,496 +26,928	+101%	+$404K	0.51%	52
2023 Q4	$387K	Buy	+26,568	New	+$357K	0.27%	68

Other funds holding DTCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Phoenix Wealth Advisors's DTCR Position: Q1 2026 in Review

Phoenix Wealth Advisors increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 0.03% in Q1 2026, buying an estimated $367 and bringing the position to 52,910 shares worth $1.27M. The position accounts for 0.5% of the portfolio, ranked #45.

Phoenix Wealth Advisors first reported a position in DTCR in Q4 2023 and has held it in 10 quarters since. 224 funds tracked by Wall St. Rank hold DTCR as of Q1 2026.

Phoenix Wealth Advisors held 52,910 shares of Global X Data Center & Digital Infrastructure ETF worth $1.27M as of Q1 2026.
Phoenix Wealth Advisors bought 15 Global X Data Center & Digital Infrastructure ETF shares in Q1 2026, an estimated $367.
Global X Data Center & Digital Infrastructure ETF made up 0.5% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #45 holding.
Phoenix Wealth Advisors first reported a position in Global X Data Center & Digital Infrastructure ETF in Q4 2023 and has held it in 10 quarters since.
224 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.