Lake Hills Wealth Management’s Fundrise Innovation Fund VCX Stock Holding History

Lake Hills Wealth Management’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	$300K	Buy	+3,471	New	+$496K	0.14%	55

Other funds holding VCX

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Lake Hills Wealth Management's VCX Position: Q2 2026 in Review

Lake Hills Wealth Management opened a new position in Fundrise Innovation Fund (VCX) in Q2 2026: 3,471 shares worth $300K. The stake represents 0.14% of the portfolio and ranks #55 among its holdings.

9 funds tracked by Wall St. Rank hold VCX as of Q2 2026.

Lake Hills Wealth Management held 3,471 shares of Fundrise Innovation Fund worth $300K as of Q2 2026.
Fundrise Innovation Fund was a new Lake Hills Wealth Management position in Q2 2026.
Fundrise Innovation Fund made up 0.14% of Lake Hills Wealth Management's portfolio in Q2 2026, its #55 holding.
9 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.