FAIM
DXYZ

Financial Advocates Investment Management’s Destiny Tech100 DXYZ Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-9,959
Closed -$379K – 624
2025
Q2 		$379K Buy
9,959
+277
+3% +$10.5K 0.03% 436
2025
Q1 		$343K Buy
9,682
+634
+7% +$30K 0.02% 525
2024
Q4 		$533K Buy
+9,048
New +$309K 0.03% 431

Other funds holding DXYZ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Advocates Investment Management's DXYZ Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Destiny Tech100 (DXYZ) in Q3 2025, closing a stake of 9,959 shares — an estimated $379K sold.

Financial Advocates Investment Management first reported a position in DXYZ in Q4 2024 and held it in 3 quarters. The position peaked at $533K in Q4 2024. 40 funds tracked by Wall St. Rank hold DXYZ as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Destiny Tech100 position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,959 Destiny Tech100 shares in Q3 2025, an estimated $379K.
  • Financial Advocates Investment Management first reported a position in Destiny Tech100 in Q4 2024 and held it in 3 quarters.
  • Financial Advocates Investment Management's Destiny Tech100 position peaked at $533K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.