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 Q2	$1.03M	Buy	33,933 +160	+0.5%	+$4.73K	0.33%	91
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

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

Stonebridge Financial Planning Group's DTCR Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 0.47% in Q2 2026, buying an estimated $4.73K and bringing the position to 33,933 shares worth $1.03M. The position accounts for 0.33% of the portfolio, ranked #91.

Stonebridge Financial Planning Group first reported a position in DTCR in Q3 2025 and has held it in 4 quarters since. 295 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

Stonebridge Financial Planning Group held 33,933 shares of Global X Data Center & Digital Infrastructure ETF worth $1.03M as of Q2 2026.
Stonebridge Financial Planning Group bought 160 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $4.73K.
Global X Data Center & Digital Infrastructure ETF made up 0.33% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #91 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 4 quarters since.
295 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.