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

Stonebridge Financial Planning 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 		$809K Buy
33,773
+12,302
+57% +$301K 0.3% 95
2025
Q4 		$453K Buy
21,471
+10,027
+88% +$214K 0.16% 123
2025
Q3 		$234K Buy
+11,444
New +$219K 0.09% 162

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

Stonebridge Financial Planning Group's DTCR Position: Q1 2026 in Review

Stonebridge Financial Planning Group increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 57% in Q1 2026, buying an estimated $301K and bringing the position to 33,773 shares worth $809K. The position accounts for 0.3% of the portfolio, ranked #95.

Stonebridge Financial Planning Group first reported a position in DTCR in Q3 2025 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold DTCR as of Q1 2026.

  • Stonebridge Financial Planning Group held 33,773 shares of Global X Data Center & Digital Infrastructure ETF worth $809K as of Q1 2026.
  • Stonebridge Financial Planning Group bought 12,302 Global X Data Center & Digital Infrastructure ETF shares in Q1 2026, an estimated $301K.
  • Global X Data Center & Digital Infrastructure ETF made up 0.3% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #95 holding.
  • Stonebridge Financial Planning Group first reported a position in Global X Data Center & Digital Infrastructure ETF in Q3 2025 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q1 2026.

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