CFD
DXYZ

Creative Financial Designs’s Destiny Tech100 DXYZ Stock Holding History

Creative Financial Designs’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 		$241K Buy
8,987
+2,160
+32% +$62.3K 0.01% 474
2025
Q4 		$209K Buy
6,827
+1,574
+30% +$42.1K 0.01% 462
2025
Q3 		$112K Buy
+5,253
New +$157K 0.01% 614

Other funds holding DXYZ

NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
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
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

Creative Financial Designs's DXYZ Position: Q1 2026 in Review

Creative Financial Designs increased its Destiny Tech100 (DXYZ) stake by 32% in Q1 2026, buying an estimated $62.3K and bringing the position to 8,987 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #474.

Creative Financial Designs first reported a position in DXYZ in Q3 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Creative Financial Designs held 8,987 shares of Destiny Tech100 worth $241K as of Q1 2026.
  • Creative Financial Designs bought 2,160 Destiny Tech100 shares in Q1 2026, an estimated $62.3K.
  • Destiny Tech100 made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #474 holding.
  • Creative Financial Designs first reported a position in Destiny Tech100 in Q3 2025 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.