Clearstead Advisors’s Destiny Tech100 DXYZ Stock Holding History

Clearstead Advisors’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
2025 Q4	–	Sell	-102	Closed	-$2.17K	–	3305
2025 Q3	$2.17K	Hold	102	–	–	﹤0.01%	2422
2025 Q2	$3.89K	Buy	+102	New	+$3.87K	﹤0.01%	2183

Other funds holding DXYZ

Jane Street New York $777B AUM 61.18% 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

AFA

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

KAS

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Clearstead Advisors's DXYZ Position: Q4 2025 in Review

Clearstead Advisors sold out of Destiny Tech100 (DXYZ) in Q4 2025, closing a stake of 102 shares — an estimated $2.17K sold.

Clearstead Advisors first reported a position in DXYZ in Q2 2025 and held it in 2 quarters. The position peaked at $3.89K in Q2 2025. 86 funds tracked by Wall St. Rank hold DXYZ as of Q4 2025.

Clearstead Advisors reported no remaining Destiny Tech100 position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 102 Destiny Tech100 shares in Q4 2025, an estimated $2.17K.
Clearstead Advisors first reported a position in Destiny Tech100 in Q2 2025 and held it in 2 quarters.
Clearstead Advisors's Destiny Tech100 position peaked at $3.89K in Q2 2025.
86 funds tracked by Wall St. Rank held Destiny Tech100 as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.