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Unified Ser Tr shares owned by Krilogy Financial

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Krilogy Financial from 13F filings

Historical chart of Krilogy Financial investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Krilogy Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Krilogy Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $686k 16k 43.52

More positions owned by Krilogy Financial

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ishares Tr Ibonds Dec 2032 (IBTM)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Krilogy Financial

Top funds holding Unified Ser Tr

Consolidated Planning Corp
Lokken Investment Group
First City Capital Management
Weaver Consulting Group
Rockefeller Capital Management
Stifel Financial
Hedeker Wealth Management
Raymond James Financial
HighTower Advisors
Warren Averett Asset Management
Envestnet Asset Management
Cape Investment Advisory
TNB Financial
Tactive Advisors
Steward Partners Investment Advisory

View all funds holding Unified Ser Tr