PWPS
DXYZ

Pinnacle Wealth Planning Services’s Destiny Tech100 DXYZ Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$7.6K Hold
295
– – ﹤0.01% 2174
2026
Q1 		$7.9K Hold
295
– – ﹤0.01% 2099
2025
Q4 		$9.04K Buy
+295
New +$7.89K ﹤0.01% 2050

Other funds holding DXYZ

JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Pinnacle Wealth Planning Services's DXYZ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Destiny Tech100 (DXYZ) position steady in Q2 2026 at 295 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

Pinnacle Wealth Planning Services first reported a position in DXYZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.04K in Q4 2025. 153 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • Pinnacle Wealth Planning Services held 295 shares of Destiny Tech100 worth $7.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Destiny Tech100 share count unchanged in Q2 2026.
  • Destiny Tech100 made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2174 holding.
  • Pinnacle Wealth Planning Services first reported a position in Destiny Tech100 in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Destiny Tech100 position peaked at $9.04K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.