Sowell Financial Services
DXYZ icon

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
Q3 		$880K Sell
28,538
-127
-0.4% -$3.68K 0.03% 475
2026
Q2 		$738K Buy
+28,665
New +$1.08M 0.02% 537

Other funds holding DXYZ

AA Financial Advisors
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NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sowell Financial Services's DXYZ Position: Q3 2026 in Review

Sowell Financial Services reduced its Destiny Tech100 (DXYZ) stake by 0.44% in Q3 2026, selling an estimated $3.68K and leaving 28,538 shares worth $880K. The position accounts for 0.03% of the portfolio, ranked #475.

Sowell Financial Services first reported a position in DXYZ in Q2 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold DXYZ as of Q3 2026.

  • Sowell Financial Services held 28,538 shares of Destiny Tech100 worth $880K as of Q3 2026.
  • Sowell Financial Services sold 127 Destiny Tech100 shares in Q3 2026, an estimated $3.68K.
  • Destiny Tech100 made up 0.03% of Sowell Financial Services's portfolio in Q3 2026, its #475 holding.
  • Sowell Financial Services first reported a position in Destiny Tech100 in Q2 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.