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Richard W. Paul & Associates’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Richard W. Paul & Associates’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 		$1.99K Hold
83
– – ﹤0.01% 270
2025
Q4 		$1.75K Sell
83
-110
-57% -$2.34K ﹤0.01% 266
2025
Q3 		$3.95K Sell
193
-191
-50% -$3.66K ﹤0.01% 254
2025
Q2 		$7.16K Buy
384
+22
+6% +$375 ﹤0.01% 253
2025
Q1 		$5.89K Sell
362
-131
-27% -$2.26K ﹤0.01% 256
2024
Q4 		$8.16K Sell
493
-80
-14% -$1.38K ﹤0.01% 321
2024
Q3 		$10.1K Sell
573
-16
-3% -$255 ﹤0.01% 309
2024
Q2 		$8.87K Sell
589
-274
-32% -$4.05K ﹤0.01% 314
2024
Q1 		$13.4K Sell
863
-535
-38% -$8.02K 0.01% 297
2023
Q4 		$20.5K Sell
1,398
-412
-23% -$5.54K 0.01% 251
2023
Q3 		$23K Sell
1,810
-70
-4% -$936 0.01% 238
2023
Q2 		$25.6K Buy
1,880
+41
+2% +$533 0.01% 248
2023
Q1 		$24.2K Sell
1,839
-8
-0.4% -$105 0.01% 254
2022
Q4 		$23.1K Buy
+1,847
New +$23.1K 0.01% 255

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

Richard W. Paul & Associates's DTCR Position: Q1 2026 in Review

Richard W. Paul & Associates held its Global X Data Center & Digital Infrastructure ETF (DTCR) position steady in Q1 2026 at 83 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Richard W. Paul & Associates first reported a position in DTCR in Q4 2022 and has held it in 14 quarters since. The position peaked at $25.6K in Q2 2023. 224 funds tracked by Wall St. Rank hold DTCR as of Q1 2026.

  • Richard W. Paul & Associates held 83 shares of Global X Data Center & Digital Infrastructure ETF worth $1.99K as of Q1 2026.
  • Richard W. Paul & Associates left its Global X Data Center & Digital Infrastructure ETF share count unchanged in Q1 2026.
  • Global X Data Center & Digital Infrastructure ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q1 2026, its #270 holding.
  • Richard W. Paul & Associates first reported a position in Global X Data Center & Digital Infrastructure ETF in Q4 2022 and has held it in 14 quarters since.
  • Richard W. Paul & Associates's Global X Data Center & Digital Infrastructure ETF position peaked at $25.6K in Q2 2023.
  • 224 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.