Avion Wealth’s Destiny Tech100 DXYZ Stock Holding History

Avion Wealth’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 Q1	$7K	Buy	280 +200	+250%	+$5.77K	﹤0.01%	596
2025 Q4	$2K	Buy	+80	New	+$2.14K	﹤0.01%	946

Other funds holding DXYZ

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Avion Wealth's DXYZ Position: Q1 2026 in Review

Avion Wealth increased its Destiny Tech100 (DXYZ) stake by 250% in Q1 2026, buying an estimated $5.77K and bringing the position to 280 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Avion Wealth first reported a position in DXYZ in Q4 2025 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

Avion Wealth held 280 shares of Destiny Tech100 worth $7K as of Q1 2026.
Avion Wealth bought 200 Destiny Tech100 shares in Q1 2026, an estimated $5.77K.
Destiny Tech100 made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #596 holding.
Avion Wealth first reported a position in Destiny Tech100 in Q4 2025 and has held it in 2 quarters since.
131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.