KPWS
VCX

Kestra Private Wealth Services’s Fundrise Innovation Fund VCX Stock Holding History

Kestra Private Wealth 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
Q2 		$365K Buy
4,220
+965
+30% +$138K ﹤0.01% 1412
2026
Q1 		$426K Buy
+3,255
New +$636K 0.01% 1287

Other funds holding VCX

CCM
CloudAlpha Capital Management Hong Kong $3.51B AUM 530.07% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kestra Private Wealth Services's VCX Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Fundrise Innovation Fund (VCX) stake by 30% in Q2 2026, buying an estimated $138K and bringing the position to 4,220 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Kestra Private Wealth Services first reported a position in VCX in Q1 2026 and has held it in 2 quarters since. The position peaked at $426K in Q1 2026. 52 funds tracked by Wall St. Rank hold VCX as of Q2 2026.

  • Kestra Private Wealth Services held 4,220 shares of Fundrise Innovation Fund worth $365K as of Q2 2026.
  • Kestra Private Wealth Services bought 965 Fundrise Innovation Fund shares in Q2 2026, an estimated $138K.
  • Fundrise Innovation Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1412 holding.
  • Kestra Private Wealth Services first reported a position in Fundrise Innovation Fund in Q1 2026 and has held it in 2 quarters since.
  • Kestra Private Wealth Services's Fundrise Innovation Fund position peaked at $426K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q2 2026.

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