Focus Partners Wealth’s Fundrise Innovation Fund VCX Stock Holding History

Focus Partners 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	$456K	Buy	+15,402	New	+$664K	﹤0.01%	2066

Other funds holding VCX

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Ballast Rock Private Wealth Charleston, South Carolina $214M AUM 17.63% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Focus Partners Wealth's VCX Position: Q3 2026 in Review

Focus Partners Wealth opened a new position in Fundrise Innovation Fund (VCX) in Q3 2026: 15,402 shares worth $456K. The stake represents ﹤0.01% of the portfolio and ranks #2066 among its holdings.

39 funds tracked by Wall St. Rank hold VCX as of Q3 2026.

Focus Partners Wealth held 15,402 shares of Fundrise Innovation Fund worth $456K as of Q3 2026.
Fundrise Innovation Fund was a new Focus Partners Wealth position in Q3 2026.
Fundrise Innovation Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q3 2026, its #2066 holding.
39 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q3 2026.

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