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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
Q2 		$1.61M Buy
53,028
+118
+0.2% +$3.49K 0.54% 40
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Phoenix Wealth Advisors's DTCR Position: Q2 2026 in Review

Phoenix Wealth Advisors increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 0.22% in Q2 2026, buying an estimated $3.49K and bringing the position to 53,028 shares worth $1.61M. The position accounts for 0.54% of the portfolio, ranked #40.

Phoenix Wealth Advisors first reported a position in DTCR in Q4 2023 and has held it in 11 quarters since. 294 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

  • Phoenix Wealth Advisors held 53,028 shares of Global X Data Center & Digital Infrastructure ETF worth $1.61M as of Q2 2026.
  • Phoenix Wealth Advisors bought 118 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $3.49K.
  • Global X Data Center & Digital Infrastructure ETF made up 0.54% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Phoenix Wealth Advisors first reported a position in Global X Data Center & Digital Infrastructure ETF in Q4 2023 and has held it in 11 quarters since.
  • 294 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.