Krilogy Financial’s TCW Transform 500 ETF VOTE Stock Holding History

Krilogy Financial’s Portfolio VOTE Stock Details VOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$276K	Buy	3,341 +7	+0.2%	+$559	0.01%	768
2025 Q4	$271K	Buy	+3,334	New	+$265K	0.01%	767

Other funds holding VOTE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Krilogy Financial's VOTE Position: Q1 2026 in Review

Krilogy Financial increased its TCW Transform 500 ETF (VOTE) stake by 0.21% in Q1 2026, buying an estimated $559 and bringing the position to 3,341 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #768.

Krilogy Financial first reported a position in VOTE in Q4 2025 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

Krilogy Financial held 3,341 shares of TCW Transform 500 ETF worth $276K as of Q1 2026.
Krilogy Financial bought 7 TCW Transform 500 ETF shares in Q1 2026, an estimated $559.
TCW Transform 500 ETF made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #768 holding.
Krilogy Financial first reported a position in TCW Transform 500 ETF in Q4 2025 and has held it in 2 quarters since.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

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