SFS
DXYZ

Sowell Financial Services’s Destiny Tech100 DXYZ Stock Holding History

Sowell Financial 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 		$738K Buy
+28,665
New +$1.08M 0.02% 537

Other funds holding DXYZ

AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Sowell Financial Services's DXYZ Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Destiny Tech100 (DXYZ) in Q2 2026: 28,665 shares worth $738K. The stake represents 0.02% of the portfolio and ranks #537 among its holdings.

32 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • Sowell Financial Services held 28,665 shares of Destiny Tech100 worth $738K as of Q2 2026.
  • Destiny Tech100 was a new Sowell Financial Services position in Q2 2026.
  • Destiny Tech100 made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #537 holding.
  • 32 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.