CW
VCX

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
Q2 		$421K Buy
+4,867
New +$696K 0.01% 854

Other funds holding VCX

CCM
CloudAlpha Capital Management Hong Kong $3.51B AUM 530.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

CreativeOne Wealth's VCX Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in Fundrise Innovation Fund (VCX) in Q2 2026: 4,867 shares worth $421K. The stake represents 0.01% of the portfolio and ranks #854 among its holdings.

42 funds tracked by Wall St. Rank hold VCX as of Q2 2026.

  • CreativeOne Wealth held 4,867 shares of Fundrise Innovation Fund worth $421K as of Q2 2026.
  • Fundrise Innovation Fund was a new CreativeOne Wealth position in Q2 2026.
  • Fundrise Innovation Fund made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #854 holding.
  • 42 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.