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 Q2	$733K	Sell	8,309 -146	-2%	-$12.5K	0.02%	647
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 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

Ashton Thomas Private Wealth's VOTE Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its TCW Transform 500 ETF (VOTE) stake by 1.7% in Q2 2026, selling an estimated $12.5K and leaving 8,309 shares worth $733K. The position accounts for 0.02% of the portfolio, ranked #647.

Ashton Thomas Private Wealth first reported a position in VOTE in Q3 2025 and has held it in 4 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Ashton Thomas Private Wealth held 8,309 shares of TCW Transform 500 ETF worth $733K as of Q2 2026.
Ashton Thomas Private Wealth sold 146 TCW Transform 500 ETF shares in Q2 2026, an estimated $12.5K.
TCW Transform 500 ETF made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #647 holding.
Ashton Thomas Private Wealth first reported a position in TCW Transform 500 ETF in Q3 2025 and has held it in 4 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.