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Sonoma Private Wealth’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Sonoma Private Wealth’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 		$828K Sell
34,574
-1,294
-4% -$31.6K 1.02% 24
2025
Q4 		$757K Buy
35,868
+838
+2% +$17.9K 0.91% 31
2025
Q3 		$717K Buy
35,030
+3,680
+12% +$70.5K 0.86% 33
2025
Q2 		$584K Sell
31,350
-22,944
-42% -$391K 0.72% 38
2025
Q1 		$883K Sell
54,294
-1,253
-2% -$21.7K 1.22% 22
2024
Q4 		$919K Sell
55,547
-31,327
-36% -$541K 1.48% 18
2024
Q3 		$1.53M Sell
86,874
-58
-0.1% -$925 2.38% 7
2024
Q2 		$1.31M Sell
86,932
-352
-0.4% -$5.2K 2.13% 10
2024
Q1 		$1.36M Buy
87,284
+16,894
+24% +$253K 2.18% 8
2023
Q4 		$1.03M Buy
70,390
+55,693
+379% +$749K 1.71% 12
2023
Q3 		$187K Buy
+14,697
New +$197K 0.34% 72

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

Sonoma Private Wealth's DTCR Position: Q1 2026 in Review

Sonoma Private Wealth reduced its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 3.6% in Q1 2026, selling an estimated $31.6K and leaving 34,574 shares worth $828K. The position accounts for 1.02% of the portfolio, ranked #24.

Sonoma Private Wealth first reported a position in DTCR in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.53M in Q3 2024. 224 funds tracked by Wall St. Rank hold DTCR as of Q1 2026.

  • Sonoma Private Wealth held 34,574 shares of Global X Data Center & Digital Infrastructure ETF worth $828K as of Q1 2026.
  • Sonoma Private Wealth sold 1,294 Global X Data Center & Digital Infrastructure ETF shares in Q1 2026, an estimated $31.6K.
  • Global X Data Center & Digital Infrastructure ETF made up 1.02% of Sonoma Private Wealth's portfolio in Q1 2026, its #24 holding.
  • Sonoma Private Wealth first reported a position in Global X Data Center & Digital Infrastructure ETF in Q3 2023 and has held it in 11 quarters since.
  • Sonoma Private Wealth's Global X Data Center & Digital Infrastructure ETF position peaked at $1.53M in Q3 2024.
  • 224 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.