Krilogy Financial
VOTE icon

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
Q3 		$308K Buy
3,358
+8
+0.2% +$717 0.01% 845
2026
Q2 		$295K Buy
3,350
+9
+0.3% +$768 0.01% 823
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

Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Breakwater Investment Management
Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Pearl Planning
Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return
Ridgecrest Wealth Partners
Ridgecrest Wealth Partners Mill Valley, California $216M AUM 24.75% 1-Year Est. Return
DWR Wealth Management
DWR Wealth Management San Jose, California $144M AUM 14.85% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

Krilogy Financial's VOTE Position: Q3 2026 in Review

Krilogy Financial increased its TCW Transform 500 ETF (VOTE) stake by 0.24% in Q3 2026, buying an estimated $717 and bringing the position to 3,358 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #845.

Krilogy Financial first reported a position in VOTE in Q4 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold VOTE as of Q3 2026.

  • Krilogy Financial held 3,358 shares of TCW Transform 500 ETF worth $308K as of Q3 2026.
  • Krilogy Financial bought 8 TCW Transform 500 ETF shares in Q3 2026, an estimated $717.
  • TCW Transform 500 ETF made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #845 holding.
  • Krilogy Financial first reported a position in TCW Transform 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2026.

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