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Sound Financial Strategies Group’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Sound Financial Strategies Group’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 		$489K Sell
20,390
-23,705
-54% -$580K 0.33% 49
2025
Q4 		$930K Sell
44,095
-647
-1% -$13.8K 0.66% 34
2025
Q3 		$916K Buy
44,742
+873
+2% +$16.7K 0.67% 34
2025
Q2 		$818K Sell
43,869
-1,243
-3% -$21.2K 0.69% 36
2025
Q1 		$734K Buy
+45,112
New +$780K 0.65% 58

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

Sound Financial Strategies Group's DTCR Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 54% in Q1 2026, selling an estimated $580K and leaving 20,390 shares worth $489K. The position accounts for 0.33% of the portfolio, ranked #49.

Sound Financial Strategies Group first reported a position in DTCR in Q1 2025 and has held it in 5 quarters since. The position peaked at $930K in Q4 2025. 224 funds tracked by Wall St. Rank hold DTCR as of Q1 2026.

  • Sound Financial Strategies Group held 20,390 shares of Global X Data Center & Digital Infrastructure ETF worth $489K as of Q1 2026.
  • Sound Financial Strategies Group sold 23,705 Global X Data Center & Digital Infrastructure ETF shares in Q1 2026, an estimated $580K.
  • Global X Data Center & Digital Infrastructure ETF made up 0.33% of Sound Financial Strategies Group's portfolio in Q1 2026, its #49 holding.
  • Sound Financial Strategies Group first reported a position in Global X Data Center & Digital Infrastructure ETF in Q1 2025 and has held it in 5 quarters since.
  • Sound Financial Strategies Group's Global X Data Center & Digital Infrastructure ETF position peaked at $930K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.