A&I Financial Services’s TCW Transform 500 ETF VOTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$3.98M Buy
44,238
+1,780
+4% +$159K 1.68% 14
2026
Q2
$3.74M Sell
42,458
-1,390
-3% -$119K 1.63% 14
2026
Q1
$3.35M Sell
43,848
-1,257
-3% -$100K 1.58% 12
2025
Q4
$3.62M Buy
45,105
+1,579
+4% +$126K 1.72% 13
2025
Q3
$3.43M Buy
43,526
+268
+0.6% +$20.2K 1.67% 13
2025
Q2
$3.15M Buy
43,258
+1,960
+5% +$132K 1.78% 12
2025
Q1
$2.7M Buy
41,298
+2,480
+6% +$171K 1.83% 11
2024
Q4
$2.67M Buy
+38,818
New +$2.68M 2.6% 6

Other funds holding VOTE

A&I Financial Services's VOTE Position: Q3 2026 in Review

A&I Financial Services increased its TCW Transform 500 ETF (VOTE) stake by 4.2% in Q3 2026, buying an estimated $159K and bringing the position to 44,238 shares worth $3.98M. The position accounts for 1.68% of the portfolio, ranked #14.

A&I Financial Services first reported a position in VOTE in Q4 2024 and has held it in 8 quarters since. 96 funds tracked by Wall St. Rank hold VOTE as of Q3 2026.

  • A&I Financial Services held 44,238 shares of TCW Transform 500 ETF worth $3.98M as of Q3 2026.
  • A&I Financial Services bought 1,780 TCW Transform 500 ETF shares in Q3 2026, an estimated $159K.
  • TCW Transform 500 ETF made up 1.68% of A&I Financial Services's portfolio in Q3 2026, its #14 holding.
  • A&I Financial Services first reported a position in TCW Transform 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • 96 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2026.

Based on A&I Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.