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 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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Krilogy Financial's VOTE Position: Q2 2026 in Review

Krilogy Financial increased its TCW Transform 500 ETF (VOTE) stake by 0.27% in Q2 2026, buying an estimated $768 and bringing the position to 3,350 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #823.

Krilogy Financial first reported a position in VOTE in Q4 2025 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Krilogy Financial held 3,350 shares of TCW Transform 500 ETF worth $295K as of Q2 2026.
Krilogy Financial bought 9 TCW Transform 500 ETF shares in Q2 2026, an estimated $768.
TCW Transform 500 ETF made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #823 holding.
Krilogy Financial first reported a position in TCW Transform 500 ETF in Q4 2025 and has held it in 3 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.