CreativeOne Wealth
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CreativeOne Wealth’s Fundrise Innovation Fund VCX Stock Holding History

CreativeOne Wealth’s Portfolio VCX Stock Details VCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,867
Closed -$421K – 1317
2026
Q2 		$421K Buy
+4,867
New +$696K 0.01% 854

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CreativeOne Wealth's VCX Position: Q3 2026 in Review

CreativeOne Wealth sold out of Fundrise Innovation Fund (VCX) in Q3 2026, closing a stake of 4,867 shares — an estimated $421K sold.

CreativeOne Wealth first reported a position in VCX in Q2 2026 and held it in 1 quarter. The position peaked at $421K in Q2 2026. 39 funds tracked by Wall St. Rank hold VCX as of Q3 2026.

  • CreativeOne Wealth reported no remaining Fundrise Innovation Fund position as of Q3 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 4,867 Fundrise Innovation Fund shares in Q3 2026, an estimated $421K.
  • CreativeOne Wealth first reported a position in Fundrise Innovation Fund in Q2 2026 and held it in 1 quarter.
  • CreativeOne Wealth's Fundrise Innovation Fund position peaked at $421K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q3 2026.

Based on CreativeOne Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.