KAS
DXYZ

Kestra Advisory Services’s Destiny Tech100 DXYZ Stock Holding History

Kestra Advisory Services’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 		$5.75M Buy
223,163
+82,978
+59% +$3.12M 0.02% 769
2026
Q1 		$3.75M Buy
140,185
+85,803
+158% +$2.48M 0.01% 950
2025
Q4 		$1.67M Buy
54,382
+19,551
+56% +$523K 0.01% 1324
2025
Q3 		$742K Buy
34,831
+9,814
+39% +$293K ﹤0.01% 1795
2025
Q2 		$953K Buy
25,017
+8,721
+54% +$331K ﹤0.01% 1511
2025
Q1 		$577K Buy
+16,296
New +$771K ﹤0.01% 1720

Other funds holding DXYZ

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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Kestra Advisory Services's DXYZ Position: Q2 2026 in Review

Kestra Advisory Services increased its Destiny Tech100 (DXYZ) stake by 59% in Q2 2026, buying an estimated $3.12M and bringing the position to 223,163 shares worth $5.75M. The position accounts for 0.02% of the portfolio, ranked #769.

Kestra Advisory Services first reported a position in DXYZ in Q1 2025 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • Kestra Advisory Services held 223,163 shares of Destiny Tech100 worth $5.75M as of Q2 2026.
  • Kestra Advisory Services bought 82,978 Destiny Tech100 shares in Q2 2026, an estimated $3.12M.
  • Destiny Tech100 made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #769 holding.
  • Kestra Advisory Services first reported a position in Destiny Tech100 in Q1 2025 and has held it in 6 quarters since.
  • 78 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.