GJIA
DXYZ

Glass Jacobson Investment Advisors’s Destiny Tech100 DXYZ Stock Holding History

Glass Jacobson Investment Advisors’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
Q2 		– Sell
-100
Closed -$2.68K – 641
2026
Q1 		$2.68K Buy
+100
New +$2.88K ﹤0.01% 529

Other funds holding DXYZ

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Glass Jacobson Investment Advisors's DXYZ Position: Q2 2026 in Review

Glass Jacobson Investment Advisors sold out of Destiny Tech100 (DXYZ) in Q2 2026, closing a stake of 100 shares — an estimated $2.68K sold.

Glass Jacobson Investment Advisors first reported a position in DXYZ in Q1 2026 and held it in 1 quarter. The position peaked at $2.68K in Q1 2026. 64 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • Glass Jacobson Investment Advisors reported no remaining Destiny Tech100 position as of Q2 2026 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 100 Destiny Tech100 shares in Q2 2026, an estimated $2.68K.
  • Glass Jacobson Investment Advisors first reported a position in Destiny Tech100 in Q1 2026 and held it in 1 quarter.
  • Glass Jacobson Investment Advisors's Destiny Tech100 position peaked at $2.68K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.