KF
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Krilogy Financial’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Krilogy Financial’s Portfolio DBND Stock Details DBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$218K Hold
4,750
– – 0.01% 868
2025
Q4 		$221K Sell
4,750
-2,050
-30% -$95.4K 0.01% 840
2025
Q3 		$315K Buy
+6,800
New +$314K 0.01% 661

Other funds holding DBND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Krilogy Financial's DBND Position: Q1 2026 in Review

Krilogy Financial held its DoubleLine Opportunistic Bond ETF (DBND) position steady in Q1 2026 at 4,750 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #868.

Krilogy Financial first reported a position in DBND in Q3 2025 and has held it in 3 quarters since. The position peaked at $315K in Q3 2025. 100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

  • Krilogy Financial held 4,750 shares of DoubleLine Opportunistic Bond ETF worth $218K as of Q1 2026.
  • Krilogy Financial left its DoubleLine Opportunistic Bond ETF share count unchanged in Q1 2026.
  • DoubleLine Opportunistic Bond ETF made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #868 holding.
  • Krilogy Financial first reported a position in DoubleLine Opportunistic Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Krilogy Financial's DoubleLine Opportunistic Bond ETF position peaked at $315K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.