MYIA
DXYZ

Mount Yale Investment Advisors’s Destiny Tech100 DXYZ Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-193
Closed -$7.35K – 1648
2025
Q2 		$7.35K Buy
+193
New +$7.32K ﹤0.01% 1180

Other funds holding DXYZ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mount Yale Investment Advisors's DXYZ Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Destiny Tech100 (DXYZ) in Q3 2025, closing a stake of 193 shares — an estimated $7.35K sold.

Mount Yale Investment Advisors first reported a position in DXYZ in Q2 2025 and held it in 1 quarter. The position peaked at $7.35K in Q2 2025. 40 funds tracked by Wall St. Rank hold DXYZ as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Destiny Tech100 position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 193 Destiny Tech100 shares in Q3 2025, an estimated $7.35K.
  • Mount Yale Investment Advisors first reported a position in Destiny Tech100 in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Destiny Tech100 position peaked at $7.35K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.