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Ashton Thomas Private Wealth’s TCW Transform 500 ETF VOTE Stock Holding History

Ashton Thomas Private Wealth’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 		$645K Hold
8,455
– – 0.02% 663
2025
Q4 		$678K Buy
8,455
+2,365
+39% +$188K 0.02% 592
2025
Q3 		$478K Buy
+6,090
New +$460K 0.01% 655

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Thrivent Financial for Lutherans
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
JP Morgan Chase
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

Ashton Thomas Private Wealth's VOTE Position: Q1 2026 in Review

Ashton Thomas Private Wealth held its TCW Transform 500 ETF (VOTE) position steady in Q1 2026 at 8,455 shares worth $645K. The position accounts for 0.02% of the portfolio, ranked #663.

Ashton Thomas Private Wealth first reported a position in VOTE in Q3 2025 and has held it in 3 quarters since. The position peaked at $678K in Q4 2025. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Ashton Thomas Private Wealth held 8,455 shares of TCW Transform 500 ETF worth $645K as of Q1 2026.
  • Ashton Thomas Private Wealth left its TCW Transform 500 ETF share count unchanged in Q1 2026.
  • TCW Transform 500 ETF made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #663 holding.
  • Ashton Thomas Private Wealth first reported a position in TCW Transform 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • Ashton Thomas Private Wealth's TCW Transform 500 ETF position peaked at $678K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.