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 Q2	$1.05M	Buy	34,688 +114	+0.3%	+$3.37K	1.13%	27
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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sonoma Private Wealth's DTCR Position: Q2 2026 in Review

Sonoma Private Wealth increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 0.33% in Q2 2026, buying an estimated $3.37K and bringing the position to 34,688 shares worth $1.05M. The position accounts for 1.13% of the portfolio, ranked #27.

Sonoma Private Wealth first reported a position in DTCR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.53M in Q3 2024. 294 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

Sonoma Private Wealth held 34,688 shares of Global X Data Center & Digital Infrastructure ETF worth $1.05M as of Q2 2026.
Sonoma Private Wealth bought 114 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $3.37K.
Global X Data Center & Digital Infrastructure ETF made up 1.13% of Sonoma Private Wealth's portfolio in Q2 2026, its #27 holding.
Sonoma Private Wealth first reported a position in Global X Data Center & Digital Infrastructure ETF in Q3 2023 and has held it in 12 quarters since.
Sonoma Private Wealth's Global X Data Center & Digital Infrastructure ETF position peaked at $1.53M in Q3 2024.
294 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.