BCWM
DXYZ

Bartlett & Co Wealth Management’s Destiny Tech100 DXYZ Stock Holding History

Bartlett & Co Wealth Management’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
Q2 		$61.8K Hold
2,400
– – ﹤0.01% 699
2026
Q1 		$92.5K Hold
2,400
– – ﹤0.01% 586
2025
Q4 		$73.5K Hold
2,400
– – ﹤0.01% 602
2025
Q3 		$51.1K Hold
2,400
– – ﹤0.01% 669
2025
Q2 		$91.4K Hold
2,400
– – ﹤0.01% 564
2025
Q1 		$84.9K Hold
2,400
– – ﹤0.01% 568
2024
Q4 		$141K Sell
2,400
-600
-20% -$20.5K ﹤0.01% 495
2024
Q3 		$29.9K Hold
3,000
– – ﹤0.01% 747
2024
Q2 		$45.7K Buy
+3,000
New +$65.1K ﹤0.01% 675

Other funds holding DXYZ

JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bartlett & Co Wealth Management's DXYZ Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Destiny Tech100 (DXYZ) position steady in Q2 2026 at 2,400 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Bartlett & Co Wealth Management first reported a position in DXYZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $141K in Q4 2024. 153 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • Bartlett & Co Wealth Management held 2,400 shares of Destiny Tech100 worth $61.8K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Destiny Tech100 share count unchanged in Q2 2026.
  • Destiny Tech100 made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #699 holding.
  • Bartlett & Co Wealth Management first reported a position in Destiny Tech100 in Q2 2024 and has held it in 9 quarters since.
  • Bartlett & Co Wealth Management's Destiny Tech100 position peaked at $141K in Q4 2024.
  • 153 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.