IFP Advisors’s Destiny Tech100 DXYZ Stock Holding History

IFP 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 Q3	$77.1K	Sell	2,500 -1,100	-31%	-$31.8K	﹤0.01%	2122
2026 Q2	$92.7K	Sell	3,600 -8,000	-69%	-$301K	﹤0.01%	2032
2026 Q1	$311K	Buy	+11,600	New	+$335K	0.01%	1173
2025 Q2	–	Sell	-300	Closed	-$10.6K	–	5030
2025 Q1	$10.6K	Sell	300 -500	-63%	-$23.7K	﹤0.01%	2560
2024 Q4	$47.1K	Buy	800 +500	+167%	+$17.1K	﹤0.01%	1861
2024 Q3	$2.98K	Hold	300	–	–	﹤0.01%	2819
2024 Q2	$4.57K	Buy	+300	New	+$6.5K	﹤0.01%	2591

Other funds holding DXYZ

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's DXYZ Position: Q3 2026 in Review

IFP Advisors reduced its Destiny Tech100 (DXYZ) stake by 31% in Q3 2026, selling an estimated $31.8K and leaving 2,500 shares worth $77.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

IFP Advisors first reported a position in DXYZ in Q2 2024 and has held it in 7 quarters since. The position peaked at $311K in Q1 2026. 31 funds tracked by Wall St. Rank hold DXYZ as of Q3 2026.

IFP Advisors held 2,500 shares of Destiny Tech100 worth $77.1K as of Q3 2026.
IFP Advisors sold 1,100 Destiny Tech100 shares in Q3 2026, an estimated $31.8K.
Destiny Tech100 made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2122 holding.
IFP Advisors first reported a position in Destiny Tech100 in Q2 2024 and has held it in 7 quarters since.
IFP Advisors's Destiny Tech100 position peaked at $311K in Q1 2026.
31 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.