MAWA
VCX

Moss Adams Wealth Advisors’s Fundrise Innovation Fund VCX Stock Holding History

Moss Adams Wealth Advisors’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 		– Sell
-13,426
Closed -$1.76M – 323
2026
Q1 		$1.76M Buy
+13,426
New +$2.62M 0.13% 55

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

Moss Adams Wealth Advisors's VCX Position: Q2 2026 in Review

Moss Adams Wealth Advisors sold out of Fundrise Innovation Fund (VCX) in Q2 2026, closing a stake of 13,426 shares — an estimated $1.76M sold.

Moss Adams Wealth Advisors first reported a position in VCX in Q1 2026 and held it in 1 quarter. The position peaked at $1.76M in Q1 2026. 52 funds tracked by Wall St. Rank hold VCX as of Q2 2026.

  • Moss Adams Wealth Advisors reported no remaining Fundrise Innovation Fund position as of Q2 2026 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 13,426 Fundrise Innovation Fund shares in Q2 2026, an estimated $1.76M.
  • Moss Adams Wealth Advisors first reported a position in Fundrise Innovation Fund in Q1 2026 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's Fundrise Innovation Fund position peaked at $1.76M in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.