Evanson Asset Management’s Destiny Tech100 DXYZ Stock Holding History

Evanson Asset Management’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	$201K	Sell	7,500 -7,500	-50%	-$216K	0.01%	314
2025 Q4	$459K	Hold	15,000	–	–	0.02%	208
2025 Q3	$320K	Hold	15,000	–	–	0.02%	246
2025 Q2	$571K	Hold	15,000	–	–	0.04%	184
2025 Q1	$531K	Hold	15,000	–	–	0.04%	173
2024 Q4	$883K	Sell	15,000 -3,750	-20%	-$128K	0.06%	130
2024 Q3	$187K	Buy	+18,750	New	+$227K	0.01%	294

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

Evanson Asset Management's DXYZ Position: Q1 2026 in Review

Evanson Asset Management reduced its Destiny Tech100 (DXYZ) stake by 50% in Q1 2026, selling an estimated $216K and leaving 7,500 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #314.

Evanson Asset Management first reported a position in DXYZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $883K in Q4 2024. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

Evanson Asset Management held 7,500 shares of Destiny Tech100 worth $201K as of Q1 2026.
Evanson Asset Management sold 7,500 Destiny Tech100 shares in Q1 2026, an estimated $216K.
Destiny Tech100 made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #314 holding.
Evanson Asset Management first reported a position in Destiny Tech100 in Q3 2024 and has held it in 7 quarters since.
Evanson Asset Management's Destiny Tech100 position peaked at $883K in Q4 2024.
131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.