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 Q2	$626K	Buy	20,605 +215	+1%	+$6.35K	0.4%	41
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

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

Sound Financial Strategies Group's DTCR Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 1.1% in Q2 2026, buying an estimated $6.35K and bringing the position to 20,605 shares worth $626K. The position accounts for 0.4% of the portfolio, ranked #41.

Sound Financial Strategies Group first reported a position in DTCR in Q1 2025 and has held it in 6 quarters since. The position peaked at $930K in Q4 2025. 294 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

Sound Financial Strategies Group held 20,605 shares of Global X Data Center & Digital Infrastructure ETF worth $626K as of Q2 2026.
Sound Financial Strategies Group bought 215 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $6.35K.
Global X Data Center & Digital Infrastructure ETF made up 0.4% of Sound Financial Strategies Group's portfolio in Q2 2026, its #41 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 6 quarters since.
Sound Financial Strategies Group's Global X Data Center & Digital Infrastructure ETF position peaked at $930K in Q4 2025.
294 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.