Steward Partners Investment Advisory’s Fundrise Innovation Fund VCX Stock Holding History

Steward Partners Investment Advisory’s Portfolio VCX Stock Details VCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.7K	Buy	+135	New	+$19.3K	﹤0.01%	3659

Other funds holding VCX

CCM

CloudAlpha Capital Management Hong Kong $3.51B AUM 530.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Steward Partners Investment Advisory's VCX Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Fundrise Innovation Fund (VCX) in Q2 2026: 135 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #3659 among its holdings.

48 funds tracked by Wall St. Rank hold VCX as of Q2 2026.

Steward Partners Investment Advisory held 135 shares of Fundrise Innovation Fund worth $11.7K as of Q2 2026.
Fundrise Innovation Fund was a new Steward Partners Investment Advisory position in Q2 2026.
Fundrise Innovation Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3659 holding.
48 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.