Avestar Capital
DXYZ icon

Avestar Capital’s Destiny Tech100 DXYZ Stock Holding History

Avestar Capital’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$227K Sell
7,350
-2,500
-25% -$72.4K 0.02% 489
2026
Q2 		$254K Buy
+9,850
New +$370K 0.01% 492

Other funds holding DXYZ

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Commonwealth Equity Services
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Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Avestar Capital's DXYZ Position: Q3 2026 in Review

Avestar Capital reduced its Destiny Tech100 (DXYZ) stake by 25% in Q3 2026, selling an estimated $72.4K and leaving 7,350 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #489.

Avestar Capital first reported a position in DXYZ in Q2 2026 and has held it in 2 quarters since. The position peaked at $254K in Q2 2026. 63 funds tracked by Wall St. Rank hold DXYZ as of Q3 2026.

  • Avestar Capital held 7,350 shares of Destiny Tech100 worth $227K as of Q3 2026.
  • Avestar Capital sold 2,500 Destiny Tech100 shares in Q3 2026, an estimated $72.4K.
  • Destiny Tech100 made up 0.02% of Avestar Capital's portfolio in Q3 2026, its #489 holding.
  • Avestar Capital first reported a position in Destiny Tech100 in Q2 2026 and has held it in 2 quarters since.
  • Avestar Capital's Destiny Tech100 position peaked at $254K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.