VWA
DXYZ

Visionary Wealth Advisors’s Destiny Tech100 DXYZ Stock Holding History

Visionary Wealth Advisors’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 		– Sell
-7,633
Closed -$204K – 693
2026
Q1 		$204K Sell
7,633
-214
-3% -$6.17K 0.01% 612
2025
Q4 		$240K Buy
+7,847
New +$210K 0.01% 551
2025
Q3 		– Sell
-6,267
Closed -$239K – 625
2025
Q2 		$239K Buy
+6,267
New +$238K 0.01% 513
2024
Q4 		– Sell
-12,105
Closed -$120K – 569
2024
Q3 		$120K Buy
+12,105
New +$147K 0.01% 522

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

Visionary Wealth Advisors's DXYZ Position: Q2 2026 in Review

Visionary Wealth Advisors sold out of Destiny Tech100 (DXYZ) in Q2 2026, closing a stake of 7,633 shares — an estimated $204K sold.

Visionary Wealth Advisors first reported a position in DXYZ in Q3 2024 and held it in 4 quarters. The position peaked at $240K in Q4 2025. 153 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • Visionary Wealth Advisors reported no remaining Destiny Tech100 position as of Q2 2026 after selling out during the quarter.
  • Visionary Wealth Advisors sold 7,633 Destiny Tech100 shares in Q2 2026, an estimated $204K.
  • Visionary Wealth Advisors first reported a position in Destiny Tech100 in Q3 2024 and held it in 4 quarters.
  • Visionary Wealth Advisors's Destiny Tech100 position peaked at $240K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.