NEWAS
DXYZ

N.E.W. Advisory Services’s Destiny Tech100 DXYZ Stock Holding History

N.E.W. Advisory Services’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
2026
Q1 		– Sell
-300
Closed -$9.19K – 959
2025
Q4 		$9.19K Buy
+300
New +$8.03K ﹤0.01% 629

Other funds holding DXYZ

NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

N.E.W. Advisory Services's DXYZ Position: Q1 2026 in Review

N.E.W. Advisory Services sold out of Destiny Tech100 (DXYZ) in Q1 2026, closing a stake of 300 shares — an estimated $9.19K sold.

N.E.W. Advisory Services first reported a position in DXYZ in Q4 2025 and held it in 1 quarter. The position peaked at $9.19K in Q4 2025. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • N.E.W. Advisory Services reported no remaining Destiny Tech100 position as of Q1 2026 after selling out during the quarter.
  • N.E.W. Advisory Services sold 300 Destiny Tech100 shares in Q1 2026, an estimated $9.19K.
  • N.E.W. Advisory Services first reported a position in Destiny Tech100 in Q4 2025 and held it in 1 quarter.
  • N.E.W. Advisory Services's Destiny Tech100 position peaked at $9.19K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.