Kestra Advisory Services’s Fundrise Innovation Fund VCX Stock Holding History

Kestra Advisory Services’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	$647K	Buy	+21,827	New	+$941K	﹤0.01%	2285

Other funds holding VCX

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

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

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

WPG Advisers Baltimore, Maryland $184M AUM 16.93% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

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

Kestra Advisory Services opened a new position in Fundrise Innovation Fund (VCX) in Q3 2026: 21,827 shares worth $647K. The stake represents ﹤0.01% of the portfolio and ranks #2285 among its holdings.

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

Kestra Advisory Services held 21,827 shares of Fundrise Innovation Fund worth $647K as of Q3 2026.
Fundrise Innovation Fund was a new Kestra Advisory Services position in Q3 2026.
Fundrise Innovation Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2285 holding.
18 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q3 2026.

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