Krilogy Financial
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Krilogy Financial’s Applied Optoelectronics AAOI Stock Holding History

Krilogy Financial’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,653
Closed -$245K – 1084
2026
Q2 		$245K Sell
1,653
-132
-7% -$21.5K 0.01% 895
2026
Q1 		$281K Buy
+1,785
New +$114K 0.01% 762
2018
Q4 		– Sell
-2,325
Closed -$57K – 137
2018
Q3 		$57K Buy
+2,325
New +$91.1K 0.01% 295
2018
Q2 		– Sell
-2,325
Closed -$58K – 147
2018
Q1 		$58K Sell
2,325
-100
-4% -$3.11K 0.01% 304
2017
Q4 		$92K Sell
2,425
-200
-8% -$8.82K 0.02% 241
2017
Q3 		$170K Buy
+2,625
New +$186K 0.04% 177

Other funds holding AAOI

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Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Krilogy Financial's AAOI Position: Q3 2026 in Review

Krilogy Financial sold out of Applied Optoelectronics (AAOI) in Q3 2026, closing a stake of 1,653 shares — an estimated $245K sold.

Krilogy Financial first reported a position in AAOI in Q3 2017 and held it in 6 quarters. The position peaked at $281K in Q1 2026. 360 funds tracked by Wall St. Rank hold AAOI as of Q3 2026.

  • Krilogy Financial reported no remaining Applied Optoelectronics position as of Q3 2026 after selling out during the quarter.
  • Krilogy Financial sold 1,653 Applied Optoelectronics shares in Q3 2026, an estimated $245K.
  • Krilogy Financial first reported a position in Applied Optoelectronics in Q3 2017 and held it in 6 quarters.
  • Krilogy Financial's Applied Optoelectronics position peaked at $281K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.