Kovack Advisors’s Destiny Tech100 DXYZ Stock Holding History

Kovack 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
2025 Q1	–	Sell	-7,314	Closed	-$431K	–	642
2024 Q4	$431K	Buy	+7,314	New	+$250K	0.04%	345

Other funds holding DXYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAM

Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Kovack Advisors's DXYZ Position: Q1 2025 in Review

Kovack Advisors sold out of Destiny Tech100 (DXYZ) in Q1 2025, closing a stake of 7,314 shares — an estimated $431K sold.

Kovack Advisors first reported a position in DXYZ in Q4 2024 and held it in 1 quarter. The position peaked at $431K in Q4 2024. 48 funds tracked by Wall St. Rank hold DXYZ as of Q1 2025.

Kovack Advisors reported no remaining Destiny Tech100 position as of Q1 2025 after selling out during the quarter.
Kovack Advisors sold 7,314 Destiny Tech100 shares in Q1 2025, an estimated $431K.
Kovack Advisors first reported a position in Destiny Tech100 in Q4 2024 and held it in 1 quarter.
Kovack Advisors's Destiny Tech100 position peaked at $431K in Q4 2024.
48 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2025.

Based on Kovack Advisors's 13F filing for Q1 2025, filed 6 May 2025.