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 Q3	$5.05M	Sell	163,581 -59,582	-27%	-$1.73M	0.01%	889
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

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

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

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

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

Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

NWMP

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

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Advisory Services's DXYZ Position: Q3 2026 in Review

Kestra Advisory Services reduced its Destiny Tech100 (DXYZ) stake by 27% in Q3 2026, selling an estimated $1.73M and leaving 163,581 shares worth $5.05M. The position accounts for 0.01% of the portfolio, ranked #889.

Kestra Advisory Services first reported a position in DXYZ in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.75M in Q2 2026. 70 funds tracked by Wall St. Rank hold DXYZ as of Q3 2026.

Kestra Advisory Services held 163,581 shares of Destiny Tech100 worth $5.05M as of Q3 2026.
Kestra Advisory Services sold 59,582 Destiny Tech100 shares in Q3 2026, an estimated $1.73M.
Destiny Tech100 made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #889 holding.
Kestra Advisory Services first reported a position in Destiny Tech100 in Q1 2025 and has held it in 7 quarters since.
Kestra Advisory Services's Destiny Tech100 position peaked at $5.75M in Q2 2026.
70 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.