KF
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Krilogy Financial’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Krilogy Financial’s Portfolio IDGT Stock Details IDGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.29M Sell
11,275
-455
-4% -$42.2K 0.04% 296
2025
Q4 		$1.03M Sell
11,730
-2,459
-17% -$214K 0.03% 349
2025
Q3 		$1.25M Sell
14,189
-2,639
-16% -$222K 0.05% 291
2025
Q2 		$1.4M Buy
16,828
+923
+6% +$71K 0.08% 161
2025
Q1 		$1.17M Buy
+15,905
New +$1.26M 0.08% 161

Other funds holding IDGT

AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Krilogy Financial's IDGT Position: Q1 2026 in Review

Krilogy Financial reduced its iShares US Digital Infrastructure and Real Estate ETF (IDGT) stake by 3.9% in Q1 2026, selling an estimated $42.2K and leaving 11,275 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #296.

Krilogy Financial first reported a position in IDGT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.4M in Q2 2025. 58 funds tracked by Wall St. Rank hold IDGT as of Q1 2026.

  • Krilogy Financial held 11,275 shares of iShares US Digital Infrastructure and Real Estate ETF worth $1.29M as of Q1 2026.
  • Krilogy Financial sold 455 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2026, an estimated $42.2K.
  • iShares US Digital Infrastructure and Real Estate ETF made up 0.04% of Krilogy Financial's portfolio in Q1 2026, its #296 holding.
  • Krilogy Financial first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2025 and has held it in 5 quarters since.
  • Krilogy Financial's iShares US Digital Infrastructure and Real Estate ETF position peaked at $1.4M in Q2 2025.
  • 58 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2026.

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