Commonwealth Equity Services’s Destiny Tech100 DXYZ Stock Holding History

Commonwealth Equity Services’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	$1.56M	Buy	58,429 +38,550	+194%	+$1.11M	﹤0.01%	2225
2025 Q4	$609K	Sell	19,879 -264	-1%	-$7.06K	﹤0.01%	3014
2025 Q3	$429K	Sell	20,143 -38,354	-66%	-$1.14M	﹤0.01%	3313
2025 Q2	$2.23M	Buy	58,497 +4,594	+9%	+$174K	﹤0.01%	1890
2025 Q1	$1.91M	Sell	53,903 -2,776	-5%	-$131K	﹤0.01%	1943
2024 Q4	$3.34M	Sell	56,679 -64,435	-53%	-$2.2M	﹤0.01%	1512
2024 Q3	$1.21M	Sell	121,114 -591	-0.5%	-$7.16K	﹤0.01%	2204
2024 Q2	$1.85M	Buy	+121,705	New	+$2.64M	﹤0.01%	1836

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

Commonwealth Equity Services's DXYZ Position: Q1 2026 in Review

Commonwealth Equity Services increased its Destiny Tech100 (DXYZ) stake by 194% in Q1 2026, buying an estimated $1.11M and bringing the position to 58,429 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

Commonwealth Equity Services first reported a position in DXYZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.34M in Q4 2024. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

Commonwealth Equity Services held 58,429 shares of Destiny Tech100 worth $1.56M as of Q1 2026.
Commonwealth Equity Services bought 38,550 Destiny Tech100 shares in Q1 2026, an estimated $1.11M.
Destiny Tech100 made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2225 holding.
Commonwealth Equity Services first reported a position in Destiny Tech100 in Q2 2024 and has held it in 8 quarters since.
Commonwealth Equity Services's Destiny Tech100 position peaked at $3.34M in Q4 2024.
131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.