Cetera Investment Advisers’s Destiny Tech100 DXYZ Stock Holding History

Cetera Investment Advisers’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	$3.45M	Sell	133,808 -34,165	-20%	-$1.28M	﹤0.01%	1896
2026 Q1	$4.5M	Buy	167,973 +134,638	+404%	+$3.88M	﹤0.01%	1581
2025 Q4	$1.02M	Buy	+33,335	New	+$892K	﹤0.01%	2802
2025 Q3	–	Sell	-5,595	Closed	-$213K	–	4690
2025 Q2	$213K	Sell	5,595 -15,370	-73%	-$583K	﹤0.01%	3681
2025 Q1	$742K	Buy	20,965 +808	+4%	+$38.2K	﹤0.01%	2510
2024 Q4	$1.19M	Buy	+20,157	New	+$688K	﹤0.01%	2045

Other funds holding DXYZ

JGC

J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return

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 New York $179B AUM 65.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cetera Investment Advisers's DXYZ Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Destiny Tech100 (DXYZ) stake by 20% in Q2 2026, selling an estimated $1.28M and leaving 133,808 shares worth $3.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Cetera Investment Advisers first reported a position in DXYZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.5M in Q1 2026. 153 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

Cetera Investment Advisers held 133,808 shares of Destiny Tech100 worth $3.45M as of Q2 2026.
Cetera Investment Advisers sold 34,165 Destiny Tech100 shares in Q2 2026, an estimated $1.28M.
Destiny Tech100 made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1896 holding.
Cetera Investment Advisers first reported a position in Destiny Tech100 in Q4 2024 and has held it in 6 quarters since.
Cetera Investment Advisers's Destiny Tech100 position peaked at $4.5M in Q1 2026.
153 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.